We’re incredibly pleased to collaborate with a leading financial planning firm near Chorley, known for their client-centric approach and strong team culture. With a hugely supportive and collaborative work environment, where each team member is valued and encouraged to grow, another fantastic opportunity has arisen to join the team as a Senior IFA Administrator.
The culture is built on mutual respect, continuous learning, and a shared commitment to excellence. So, if you are passionate about financial planning and are looking for a role in a dynamic, friendly, and professional setting, we would love to hear from you!
What you'll be doing:
* Provide administrative support to the financial planners.
* Prepare and manage client documentation, ensuring accuracy and compliance.
* Maintain client records and update internal systems.
* Coordinate and schedule client meetings.
* Assist with the preparation of reports and presentations.
* Handle client inquiries and provide excellent customer service.
What you need to apply:
* Previous experience in a financial planning or similar administrative role.
* Strong understanding of the advice process.
* Strong organisational and multitasking skills.
* Excellent communication and interpersonal abilities.
* Proficiency in financial planning software (preferred).
* Attention to detail and a high level of accuracy.
What's in it for you?
* Competitive salary between £26,000 - £32,000 DOE and benefits package including life cover and healthcare.
* Opportunities for professional development and career advancement.
* A positive and inclusive workplace culture.
* Supportive team environment with regular team-building activities.
* Hybrid working.
* And much more!
What next?
If you are passionate about financial planning and want to work in a dynamic and culture-focused firm, we would love to hear from you!
Hit apply or contact Dan directly! daniel@enable-recruitment.co