Admin - Independent Financial Adviser (Ifa)

Job Description
We are currently working with a well-known, national financial planning organisation to recruit an experienced IFA Administrator.
Our client is a highly reputable Financial Planning organisation with offices across the UK. Their current requirement is for an experienced IFA Support Administrator to join the business to provide technical support to a team of Senior Financial Planners. You will have a close working relationship with both the Planners and Senior Paraplanners, this will help you to develop your career and progress within the organisation.
Candidates should be experienced within the Wealth Management/Financial Planning remit and will ideally hold some CII exams, although not a necessity. The organisation will provide full support to attain further qualifications and have an excellent benefits package. You will be offered excellent opportunities in the future to progress within the organisation into either an advisory or management capacity.
Build & maintain strong relationships with the Financial Planners and their clients
Work closely Paraplanning and other internal teams to facilitate efficient and quality administration resulting in excellent client outcomes
Ensure that client files pre & post meeting contain all relevant information and paperwork, ensuring that all client data is accurate and up to date
Maintain a basic level of industry knowledge through private reading/attending workshops etc. This organisation is well known for supporting training and development, as a result candidates will be given full training where required and will also be supported both financially and through study leave to attain the diploma in financial planning.
Annual Discretionary Bonus
~28 days holiday plus bank holidays
~ PMI, Group Life, Group Income, Pension
~ Hybrid working - 2 days in the office!