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Ifa administrator

Stoke-on-Trent
Permanent
Heat Recruitment
Ifa administrator
Posted: 2 February
Offer description

Location

stoke on trent

Salary £25000 - £30000 TypePermanent WorkplaceOn-Site Ref89783

IFA Administrator Stoke-on-Trent

Salary: £25,000£30,000 DOE
Hours: Flexible | Full-time or part-time (2537 hours)
Location: Stoke-on-Trent (office-based initially)

Were working with a small, close-knit Financial planning team based in Stoke-on-Trent who are looking to appoint an experienced IFA Administrator to join their very small team.

This role is ideal for someone who enjoys the administrative side of financial services and is looking for a stable, long-term position within a supportive environment. Progression is possible, and study support is available, but there is no pressure to move on quickly.

The Role

1. IFA administration support across the full client journey

2. Supporting advisers and paraplanner

3. Processing client instructions and maintaining client records

4. General compliance and back-office support

Working Pattern & Flexibility

5. Monday to Friday

6. Flexible start and finish times

7. Can work around school hours

8. Part-time hours considered (from 25 hours per week)

9. Hybrid working available dependent on Experience

The Firm

10. Very small, friendly team

11. Hands-on, front-to-back role

12. Supportive and flexible working culture

Experience Required

13. Previous experience in an IFA or financial services administration role is essential

14. Comfortable working in a small team

15. Organised, reliable, and detail-focused

Apply todayto be considered for this Financial Adviser opportunity. If this particular vacancy isnt the perfect fit, please do still get in touch we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion.

Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role.

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