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Ifa administrator

Alton
Permanent
Ifa administrator
£26,000 - £36,000 a year
Posted: 11h ago
Offer description

We are working with a well-established, fully independent financial planning practice based in Alton, known for its strong reputation and long-standing client relationships. This medium-sized firm offers a supportive and collaborative environment, where every team member plays a key role in delivering outstanding service. Due to continued success, they are looking to appoint an IFA Administrator to join their friendly and professional team. This is a fantastic opportunity to work closely with experienced Financial Planners and Paraplanners, supporting a broad range of financial planning activities. The role offers regular client contact and is considered a vital part of the firm’s overall client experience. The Role: Provide high-quality administrative support to Financial Planners and Paraplanners. Help coordinate client meetings, including preparation of documents and follow-up actions. Maintain accurate client records and ensure all regulatory documentation is in place. Assist with new business processing, liaising with providers and clients as required. Build strong internal and external relationships, with the opportunity for regular client interaction. Contribute to the overall smooth running of client services and support continuous process improvement. What’s on Offer: Basic salary up to £36,000 (depending on experience) Discretionary annual bonus Strong company benefits Excellent on-the-job training and mentoring Study support for market exams (e.g. CII qualifications) Clear progression opportunities within the business Ideal Candidate: Previous experience in an IFA or Wealth Management administrative role is preferred. Strong attention to detail and a client-focused approach. Confident communicator, both written and verbal. Proactive, well-organised and able to manage a varied workload. Keen to learn and develop professionally within the financial planning sector. This is an excellent opportunity for someone looking to build a long-term career within a respected and growing firm. You’ll be part of a close-knit team that values contribution, development and delivering the very best for clients.

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