Job Title: IFA Administrator
Location: Hybrid - 1 day in office, 4 days remote (initial training in-office 2/3 days per week)
Salary: Up to £35,000 + Bonus and Company Benefits
About the Company:
Our client is a boutique, highly successful financial planning practice that prides itself on providing exceptional service to its clients. With ambitious growth plans on the horizon, they are seeking a dedicated IFA Administrator to join their close-knit and friendly support team. This is a fantastic opportunity to become a key player in a thriving company with a strong commitment to employee development and flexible working.
Role Overview:
As an IFA Administrator, you will play a crucial role in supporting a team of successful financial planners and their clients. You will be responsible for delivering high-quality administrative support, ensuring that client relationships are managed effectively and efficiently. This position offers excellent flexibility, with the opportunity to work from home four days a week and only one day in the office, although during the initial training period, you will be required to work in the office 2-3 days per week. Therefore, you must be within a reasonable commuting distance.
Key Responsibilities:
1. Providing full administrative support to a team of financial planners.
2. Preparing and processing new business applications and client documentation.
3. Maintaining client reco...