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Permanent

IFA Administrator

Marlow
money-bag 40000.00-40000.00 Annual
3085437346
Posted 5 days ago

Marlow, Buckinghamshire Hybrid Working (3 Days Office, 2 Days Home) Competitive Salary + BenefitsJoin a Leading Chartered Financial Planning Firm An award-winning Chartered Financial Planning firm in Marlow is seeking an experienced Senior Administrator to support its team of Advisers and Paraplanners. This firm is part of a growing national independent financial advice group, dedicated to delivering values-driven, client-centric financial planning that empowers individuals to achieve financial security and freedom. With a strong reputation for excellence and a highly qualified team, the firm offers a collaborative, professional, and flexible working environment where employees are supported in their career growth and development. Why Join?Prestigious Chartered Firm - Committed to the highest industry standards and technical excellence.Flexible and Supportive Culture - A hybrid working model (3 office days, 2 home days) that promotes work-life balance.Client-Focused Approach - Providing tailored financial solutions for high-net-worth (HNW) clients.Career Development - Opportunities for technical training, professional qualifications, and long-term progression. The Role The Senior Administrator will play a key role in ensuring the smooth operation of financial planning services, supporting Advisers and Paraplanners with administrative and client-related tasks. Responsibilities include: Liaising with clients, product providers, and third parties. Preparing documentation for ..... full job details .....

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