Job Title: Independent Financial Advisor (IFA) Administrator
Key Benefits:
* Work-Life Balance: Flexibility for one day working from home once established and flexibility with school runs etc.
* Exam Support: Support for professional exams, including coverage for the first sitting.
* Employee Benefits: Private medical insurance and 32 days of annual leave, including bank holidays. Introduction of a buy/sell scheme for additional flexibility.
* Onsite Parking: Available for all employees in our unique office location
* Company Culture: We pride ourselves on our unique and supportive culture, promoting internal growth and career development.
Job Overview: We are currently seeking dynamic and motivated individuals to join our team as IFA Administrators. The successful candidates will play a crucial role in supporting our Independent Financial Advisors and contributing to the overall success of our organisation. We are open to considering candidates with or without industry experience, with a strong emphasis on attitude and tech-savviness.
Key Responsibilities:
1. Provide administrative support to Independent Financial Advisors in day-to-day operations.
2. Assist in the preparation and processing of client documentation and financial transactions.