Job Title: Independent Financial Advisor (IFA) Administrator / Financial Services Administrator
Location: Henley-in-Arden, Warwickshire
Salary: Up to £30,000 per annum
Hours: MondayThursday, 09:0017:00 (1hr lunch) | Friday, 08:3016:00 (30-min lunch)
Hybrid Working: 1 day per week from home
Are you an experienced IFA Administrator, Financial Services Administrator, or Wealth Management Administrator looking to join a professional, supportive and forward-thinking firm? This is an excellent opportunity to develop your career in financial services while enjoying a collaborative workplace and genuine investment in your growth.
About the Company
Our client is a progressive financial planning firm committed to delivering exceptional service to clients while fostering a positive and collaborative team culture. Professionalism, integrity, and excellence are at the heart of everything they do.
The Role: IFA Administrator
As an IFA Administrator, youll provide vital support to Independent Financial Advisors, ensuring smooth processes and outstanding service for clients. Youll manage a wide range of tasks, from processing new and existing business to handling reviews, fund switches, and withdrawals playing a key role in delivering a seamless client experience...