Senior IFA Administrator

IFA Administrator - Chelmsford, East England

Ref: 769Tuesday 16 August 2022

£23,000 - £27,000

We are an award-winning Chartered independent financial planning practice with 6 offices across the UK.


We pride ourselves on providing excellent client service through long term financial planning and our people are key to our continued success.


The Vacancy


We are hiring a Senior Administrator to join our technical team.


In this role you will be responsible for providing administrative support, including new business processing, to support our Senior IFA team and UHNW clients across Pensions, Investments, IHT, Critical Illness and Estate Planning cases.


The Development Opportunities


We offer all employees structured career progression pathways. Many of our senior management team started at ground level and have grown with us.


The Benefits


Salary up to £27,000

25 days annual leave (increasing with service to 28 days) plus bank holidays

Life Assurance x 4

5% Employer Pension Contribution

PMI with Bupa

Income Protection

Company Funded Cash Plan

Discounted Benefits (Gym Memberships, Smart Watches, Cycle to Work Scheme etc.)

Regular Social Events (Pub Quizzes, Summer and Winter Parties, Day at the Races, Bowling etc.)

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