Are you ready to build a rewarding career in financial services? Join a leading financial advice firm that values your growth and expertise as an IFA Administrator within their Client Support team. This role is perfect for someone who enjoys detail-oriented work and is eager to make a meaningful impact.
What’s in it for you?
* A competitive salary of up to £28,000, based on experience
* Career development opportunities in a dynamic and supportive environment
* 20 days holiday plus Christmas closure and bank holidays
* Be part of a friendly, team-oriented office culture
* Support for Financial Services qualifications to help you grow professionally
* Hybrid working once up and running
Your Role: As an essential member of the team, you’ll provide vital administrative support to Wealth Client Executives and Financial Planners, helping them deliver exceptional service to their clients. Key responsibilities include:
1. Preparing annual client review packs to ensure smooth client meetings
2. Processing new business applications efficiently and accurately
3. Maintaining client records and ensuring accuracy in all administrative tasks
4. Liaising with clients and providers to sup...