Location
Lichfield
Salary £25000 - £31000 TypePermanent WorkplaceHybrid Ref84681
Recruiter Managing This Role
Job Title: IFA Administrator
Location: Lichfield (WS14), UK
Salary: £25,000-£31,000
Benefits:
1. Full exam support, including payment for the first exam attempt and a pay rise of £1,000 per exam passed.
2. Study time provided within the working week to support your professional development.
3. Flexible working arrangements, including the opportunity for office-based and homeworking after the initial training period.
4. Free parking, company pension, and increasing holiday allowance with length of service
5. A supportive and friendly working environment with opportunities for long-term career progression into Paraplanning and/or Financial Advice
Are you a motivated individual looking to kick-start your career in the financial services industry? Are you eager to learn and develop within a supportive and dynamic team environment? If so, we have an exciting opportunity for you to join our team as an IFA Administrator with the potential to progress into a Paraplanner.
About Us:
We are a family-run business with a long-standing reputation for excellence in the financial advisory sector. With 38 dedicated staff members and plans to expand our team with the addition of new advisers this year, we offer a welcoming and nurturing environment where individuals can thrive and grow.
Responsibilities:
6. Provide comprehensive administrative support to our Independent Financial Advisers (IFAs), assisting with client correspondence, scheduling appointments, and managing client databases.
7. Assist in the preparation of client reports and documentation under the guidance of our experienced Paraplanners.
8. Collaborate closely with our team to ensure the smooth execution of financial plans and the delivery of exceptional service to our clients.
9. Undertake study towards financial qualifications to progress into a Junior Paraplanner role, with full exam support and opportunities for career advancement.