This IFA Administrator job in Billericay is available within a growing, independent financial planning firm with regional offices across the UK. The business has a strong focus on maintaining an excellent team culture, proven by their minimal staff turnover
You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise. The business places high emphasis on creating a positive, forward thinking environment. They have embraced technology to assist their team in being able to work in a smoother way, with less manual keying in required.
As an IFA Administrator, you will be providing dedicated support to your Paraplanner and 1 2 Financial Advisors. As and when required, you will also help other colleagues within the business if theres overflow or need for specialist knowledge. The team are always keen to help each other and regularly meet in-person and virtually to discuss topics, ways of improving and how to help support clients in the best way possible.
You will act as a primary point of contact for clients, therefore you should enjoy working closely with clients and getting to know them as part of your overall service.
The business fully supports their team with personal and professional development, which includes long-term progression through roles (...