We are seeking an experienced IFA Administrator to join a leading Financial Advice firm. The successful candidate will be based out of our client's Grimsby office, providing crucial support to a financial adviser who manages a substantial client base. You will work alongside a team of Administrator to efficiently manage the IFA's client portfolio.
Key Responsibilities:
- Provide high-level administrative support to the financial adviser.
- Collaborate with an existing administrator to ensure seamless workflow and client service.
- Potential involvement in supporting other administrators within the office when necessary.
Qualifications and Experience:
- Proven experience as an IFA Administrator or similar role in financial services.
- Strong organisational and communication skills.
- Ability to manage multiple tasks and prioritise effectively.
- Detail-oriented with a focus on accuracy and compliance.
What We Offer:
- Competitive salary up to £30,000
- Flexible working arrangements to support a healthy work-life balance.
- Employee Ownership Trust (EOT) bonus opportunities.
- Support for career progression, including financial support for relevant exams.
If you are a seasoned professional looking to advance your career in Financial Planning, we would love to hear from you.