IFA Administrator

Recruit UK are supporting a highly respected wealth management and financial planning firm based in Bracknell, and they''re looking to take on an IFA Administrator to support their ongoing growth. In this position, you''d be providing full administrative support to Financial Planners, assisting with investment-related tasks, and putting the client experience at the forefront.Key ResponsibilitiesProvide full administrative support to Financial AdvisersBuild and maintain strong relationships with clientsLiaise with operational teams to support activities such as transfers, corporate actions, and data updatesPrepare meeting packs, valuations, and supporting documentsAssist in preparing new business pitches and client presentationsMaintain accurate client records and back-office systemsBenefitsCompetitive salary up to £32,000 (DoE)Hybrid working (2/3-day split)Private medical and Life coverPension contributionsExcellent holiday allowance + buy/sell optionShared parental leaveExam and Study supportSkills and Experience Required1+ year/s within a financial advice administration positionStrong organisational and prioritisation skillsKnowledge of investments and pensions (life assurance knowledge is desirable)If you''re interested in exploring this IFA Administrator opportunity further, apply ..... full job details .....