IFA Administrator Job Opportunity
We are seeking an experienced IFA administrator to join our team. This role offers a career path to paraplanner or IFA, with a salary of £35,000 plus bonuses and benefits.
This is a fantastic opportunity for someone who wants to continue their studies and advance into client-facing roles.
* Prior experience as an IFA administrator in the wealth management sector
* Confident handling client applications, documentation, and investment administration
* Desire to continue your studies and advance into client-facing roles
* A proactive, organised mindset and excellent attention to detail
The role involves working directly with paraplanners and advisers on client wealth and estate matters. You will also have the opportunity to work on complex financial planning projects and develop your skills in this area.
What's in it for you?
* £35,000 base salary plus bonuses and benefits
* Defined career path to become a paraplanner or IFA
* Flexible hybrid working arrangement
* Full funding and study time towards your Level 4 Diploma in Financial Planning
What We Are Looking For:
* Prior experience as an IFA administrator in the wealth management sector
* Confident handling client applications, documentation, and investment administration
* Desire to continue your studies and advance into client-facing roles
* A proactive, organised mindset and excellent attention to detail
Why This Role Is Great:
This is a great opportunity to join a supportive team where your ambition will be recognised and nurtured. You will have the opportunity to work on complex financial planning projects and develop your skills in this area.