IFA Administrator (With Paraplanner Progression)
Oldham
Full job description
About the Role
Our client is a busy and growing Independent Financial Advice practice looking for a motivated and organised IFA Administrator to join the team.
This is an excellent opportunity for someone who wants to build a long-term career in financial planning, with clear progression into a Paraplanner
Role.
The role would ideally suit an individual who already has some experience working within an IFA firm and is looking to develop their technical knowledge and responsibilities over time.
Key Responsibilities
* Providing administrative support to Financial Advisers
* Preparing client documentation and suitability report packs
* Submitting new business applications and monitoring progress with providers
* Maintaining accurate client records and updating the CRM system
* Liaising with product providers, clients, and advisers to obtain information
* Processing fund switches, withdrawals, and policy servicing requests
* Assisting with client review preparation and meeting packs
* Supporting paraplanners with research and documentation where required
About You
* Previous experience in an IFA / wealth management environment
* Strong organisational and administrative skills
* Excellent attention to detail and accuracy
* Good communication skills and professional telephone manner
* Comfortable working with financial systems and Microsoft Office
* Keen to develop a career in financial planning and progress into paraplanning
Desirable (but not essential)
* Progress towards the CII Diploma in Regulated Financial Planning (Level 4)
* Experience with IFA back-office systems (e.g. Intelligent Office,)
What We Offer
* Structured training and mentoring
* Support with professional qualifications (CII exams)
* Clear progression path to Paraplanner
* Friendly and supportive team environment
Job Type: Full-time
Pay: From £30,000.00 per year
Benefits:
* Company pension
* On-site parking
This is a fantastic opportunity to be part of a highly reputable company who genuinely care about Career progression.
If you meet the above criteria, please apply to be considered for interview