Ifa Administrator

Overview

This IFA Administrator job in High Wycombe is available within a growing, independent financial planning firm with regional offices across the UK. The business has a strong focus on maintaining an excellent team culture, proven by their minimal staff turnover. You will be joining a values driven firm who are passionate about doing what is right for the client and helping through their technical expertise.

The business places high emphasis on creating a positive, forward thinking environment. They have embraced technology to assist their team in being able to work in a smoother way, with less manual keying in required.

This vacancy has arisen due to an upcoming retirement of their current team member.

The business fully supports their team with personal and professional development, which includes long-term progression through roles (if desired) or support to become the best in your chosen role.

Locations:
High Wycombe.

• As an IFA Administrator, you will be providing dedicated support to your Paraplanner and 1 - 2 Financial Advisors. You will also help other colleagues within the business if there is overflow or a need for specialist knowledge. The team are keen to help each other and regularly meet in-person and virtually to discuss topics, ways of improving and how to help support clients in the best way possible.
• You will act as a primary point of contact for clients, therefore you should enjoy working closely with clients and getting to know them as part of your overall service.

• You must be an experienced IFA Administrator.
• You must have good written and verbal communication skills.
• Experience with IO would be advantageous.
• Our client is focused on values driven individuals who are motivated by delivering great service to clients and being part of long-term growth.
• Access to own transport would be beneficial due to rural office location.

• Competitive salary to be discussed at interview.
• Annual discretionary bonus scheme.
• Company benefits include: income protection, PMI, and 25 days holiday plus bank holidays.
• Office based role with up to 2 days from home.
• Loyal team who enjoy working together and being valued for their input.
• Regular team events and socials, including monthly breakfasts or lunches.

Our client is a fully independent financial planning firm with regional offices across the UK. They put high focus on their values of trust, transparency and integrity, enabling them to have a closely aligned team who enjoy providing quality advice and fantastic client service. The business is growing through both acquisitions and organic methods.

Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.