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Ifa support admin - development role to become an ifa - office based due to training

Exeter
Reed
Training
Posted: 15h ago
Offer description

Job Opportunity: IFA Adviser Support (Development Role)

Company: Small IFA firmLocation: Exeter - office based as it’s a training roleContract: Full-time, PermanentSalary: depends on experience


Overview

Reed Financial Services are excited to be working in partnership with a Small IFA firm in Exeter who have a unique development opportunity for an ambitious individual aiming to progress into a client-facing role. This position starts with foundational office administration responsibilities and evolves through a structured training programme designed to develop the right candidate over a period of 3 to 5 years. The programme includes comprehensive support towards achieving a regulated Diploma qualification, fully funded by the company, along with significant training and professional development opportunities.


Job Description

As an Adviser Support team member, you will begin with general office administration duties, gradually taking on more complex responsibilities as you progress in your role and training. Initial responsibilities include:

* Updating adviser diaries and managing schedules.
* Handling incoming and outgoing post.
* Receiving and directing phone calls.
* Welcoming clients and preparing for meetings.
* Performing general office administration tasks.
* Managing client casework, including post-review administration.
* Updating company documents and back-office systems.
* Liaising with third parties to obtain and update information.
* Maintaining and updating spreadsheets.
* Gathering and analysing data.
* Inputting data and managing databases.
* Administering client reports, including report writing.


Candidate Profile

* Strong organisational and administrative skills.
* Excellent communication and interpersonal abilities.
* Proficiency in Microsoft Office and other data management software.
* A keen interest in developing a career in financial services.
* Commitment to professional growth and obtaining necessary qualifications.


Benefits

* Structured training programme leading to a client-facing role.
* Company-funded education towards a regulated Diploma qualification.
* Opportunities for significant professional development.
* Other benefits, e.g., healthcare, pension, etc.


Application Process

If you are driven, detail-oriented, and eager to build a career in financial services, my client offers the perfect opportunity to grow professionally in a supportive environment. Please submit your CV and a cover letter detailing your interest and qualifications for this role.

Join and embark on a rewarding journey that aligns your professional aspirations with our business objectives, fostering mutual growth and success.

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