We’re recruiting on behalf of one of the UK’s leading Financial Planning & Investment Management firms. As their Financial Planning division continues to grow, they’re now looking to add an experienced IFA Administrator to their Exeter office.
As an IFA Administrator, you’ll be supporting a team of successful Financial Planners and working with a portfolio of high-net-worth (HNW) clients. You’ll play a vital role in ensuring smooth and compliant client servicing, with excellent opportunities to learn, progress, and grow within the business.
Provide high-quality administrative support to Financial Planners.
Maintain awareness of financial services regulations and internal procedures.
2+ years’ experience in a similar role within financial planning or wealth management.
~ Salary up to £35,000 depending on experience
Discretionary bonus
Hybrid working - 3 days in office, 2 from home
Excellent benefits: pension, private medical insurance, death in service
Full study support towards the Diploma in Financial Planning
Genuine career progression opportunities within a nationally respected firm
This is an excellent opportunity to join a well-regarded and supportive firm where you can develop your skills and progress your career in financial planning.