Jobs
My ads
My job alerts
Sign in
Find a job Career Tips Companies
Find

Ifa administrator

Maidenhead
Permanent
Ifa administrator
£30,000 - £35,000 a year
Posted: 9h ago
Offer description

Fram are working with a successful Wealth Manager in Berkshire, who are seeking a new IFA administrator. Our client deals with financial advice to individuals and business by combining independent wealth management services with financial planning across pensions, investments, protection, and mortgages. Due to movement and growth within the firm, they are looking for an experienced IFA administrator to support 3 advisors within a pod system, ensuring a productive and efficient working environment. This position is perfect for a experienced IFA administration experience who is looking for a nice stable firm, and a great team. Candidates MUST have intelligent office experience, as our client uses this software and is unable to train someone from scratch. Key Responsibilities: Provide comprehensive administrative support to a dedicated team of Financial Advisors and Paraplanners. Maintain and update the client database. Process new business applications and manage client information. Assist in writing basic reports and maintaining documentation. Perform general office duties. Act as a liaison between clients, product providers, and the advisory team. Candidate must come from a financial planning background ( ideally independent but not essential ), with a strong knowledge of IO ( intelligent office ). Strong organisational skills and the ability to juggle multiple tasks and be proficient in Microsoft Office Suite.

Apply
Create E-mail Alert
Job alert activated
Saved
Save
See more jobs
Similar jobs
Administration jobs in Maidenhead
jobs Maidenhead
jobs Berkshire
jobs England
Home > Jobs > Administration jobs > Ifa administrator jobs > Ifa administrator jobs in Maidenhead > IFA administrator

About Jobijoba

  • Career Advice
  • Company Reviews

Search for jobs

  • Jobs by Job Title
  • Jobs by Industry
  • Jobs by Company
  • Jobs by Location
  • Jobs by Keywords

Contact / Partnership

  • Contact
  • Publish your job offers on Jobijoba

Legal notice - Terms of Service - Privacy Policy - Manage my cookies - Accessibility: Not compliant

© 2025 Jobijoba - All Rights Reserved

Apply
Create E-mail Alert
Job alert activated
Saved
Save