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Permanent

Senior IFA Administrator

Cheltenham
money-bag 30000.00-30000.00 Annual
Posted 1 week ago

A well-established and growing wealth management firm is looking to appoint a Senior IFA Administrator to support its continued expansion.This is an excellent opportunity for an experienced IFA Administrator who wants to step into a more senior role within a structured, supportive environment, with clear progression into paraplanning over time.The business has a strong reputation for developing staff internally, offering long-term career paths and exposure to more technical work as you progress.The RoleYou will provide high-quality administrative support to Financial Planners, working across the full advice process and ensuring a smooth client journey from start to finish.Responsibilities will include:Supporting advisers with new business submissions and client servicingPreparing documentation for client meetings and reviewsManaging platforms and provider interactionsProcessing fund switches, withdrawals and policy updatesMaintaining accurate records on back-office systemsLiaising with clients, providers and internal teamsWhat We''re Looking ForMinimum 2 years'' experience working within an IFA firmStrong understanding of financial planning processes and administrationAbility to work independently and manage workloads effectivelyHigh attention to detail and organisational skillsComfortable working in a fast-paced, team-oriented environmentIdeally working towards or interested in starting professional examsWhat''s on OfferSalary up to £38,000 depending on experienceClear ..... full job details .....

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