A boutique, and well-renowned Chartered independent Financial Planning practice is looking for a Senior IFA Administrator to directly support Senior Advisers on a pod team basis.
You will join a team that has been awarded Best Financial Adviser to Work for award. The company has received many positive current employee testimonials who vouch for it being a brilliant place to work with progression opportunities available.
You will receive a range of staff benefits including hybrid working (3 days a week from home), 25 days holiday, PMI, company bonus and pension contributions of 7.5%.
The team are focused on values and providing clients with a trustworthy approach to advice. They are looking for someone who shares these values and has strong technical Administration knowledge to make a contribution to the team.
If you would like the opportunity to work with high-net-worth clients, and are excited to join a fast-paced client team, this would be a brilliant role for you.
What’s needed to be considered?
* 5 years of experience in a Financial Planning Administrator (or Senior IFA Administrator) role
* Experience using IO, XPlan, Curo or similar back office systems is essential
* Proven experience of providing quality support to Financial Planners & Paraplanners
What next?
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.
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