Financial Planning Administrator

Job Ref

91106

Location

Westerham

Salary

£26,000 - £32,000 Per Annum

Employment Type

Permanent

• Location: Westerham, Kent
• Type: Permanent
• Job #91106
• Salary: £26,000 - £32,000 Per Annum
  
  

IFA Administrator

Kent with hybrid working

We are a highly reputable IFA firm providing holistic financial planning advice to private and corporate clients across the UK. Specialising in investments and pensions, we pride ourselves on a unique, relationship-led financial planning process that delivers long-term value to clients and has driven exceptional client retention and sustained business growth.

Due to continued expansion, they are now looking to welcome an IFA Administrator to join their supportive and professional team.

As an IFA Administrator, you will play a key role in supporting several Financial Advisers and Paraplanners, ensuring the smooth and efficient delivery of financial planning services. This is an excellent opportunity for an experienced administrator looking to develop their career within a forward-thinking IFA practice.

Benefits

• Salary up to £35,000
• Every two weeks, could be 10day or 9days – differ in hours
• Hybrid working
• 24 days’ holiday + bank holidays
• Birthday off and office closure at Christmas
• Company pension scheme
• Private medical insurance
• Access to financial planning services
• Health & wellbeing programme
• Free onsite parking
• Sponsorship for relevant professional exams and paid study leave
• Paid volunteer and charity leave for recognised events
  
  

To be considered for this Adviser Support role, you will ideally have:

• Previous experience in an IFA Administrator / Adviser Support role
• Experience working within a financial planning environment
• Good industry knowledge of Investments and Pensions
• Strong organisational skills and attention to detail
  
  

Apply today to be considered for this IFA Administrator opportunity. If suitable, one of our specialist consultants will contact you to discuss the role in more detail before submitting your CV to the client. This discussion will also explore your career goals and highlight any other relevant IFA support roles that may suit your experience.

Know someone suitable? Refer a friend or colleague and receive £200 if we help them secure a new role.

Keywords: IFA Administrator, Adviser Support, Financial Planning Administrator, Client Manager, Sales Support