Ready to be part of a dynamic boutique wealth planning practice with over 25 years of experience? We're in search of a Senior IFA Administrator to join our vibrant team, reporting directly to the Operations Manager. Renowned for delivering solid financial advice to a diverse clientele, including City professionals, families, business owners, retirees, and accumulators, our client has amassed over £700m of assets under management through word-of-mouth recommendations and referrals, bypassing conventional marketing tactics.
As Senior IFA Administrator, you'll work alongside three experienced Advisers and a dedicated administrative and technical support team, ensuring seamless client service delivery. While the role is office-based, remote work options may be available in the future. Whether you're an established career administrator or aspiring to become a paraplanner or adviser, we welcome dedicated individuals who value staff well-being and team camaraderie.
In this role, you'll handle full IFA administration for a range of whole-of-market products, including processing submissions and new business. Experience with tools like Intelligent Office and FE Analytics is advantageous, and familiarity with various platforms is beneficial. My client offers a competitive salary of £30k - £35k, commensurate with your experience. If you're looking for a supportive environment where teamwork is paramount, and where work and fun go hand in hand, then this role is perfe...