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Permanent

IFA Administrator - Wealth Management, St Albans, Up to £35,000 (DOE), Study Support

St. Albans
money-bag 30000.00-30000.00 Annual
3088855278
Posted 3 days ago

Salary: Up to £35,000 (depending on experience), Study Support Excellent Benefits, Supportive culture andCareer GrowthJoin an award-winning financial planning firm near Harpenden as an IFA Administrator. This is a fantastic opportunity for a motivated, detail-oriented professional to thrive in a friendly, supportive, and high-performing team.You''ll play a key role in ensuring the smooth running of client processes - from preparing reports and managing meetings to liaising with clients, providers, and advisers - helping deliver exceptional financial planning support.Key Responsibilities:Prepare client documents, review packs, and reportsManage adviser diaries and client review meetingsProcess Letters of Authority and maintain accurate records in iOLiaise with clients and providers professionally and efficientlyEnsure compliance and client data are up to dateKey Skills and Attributes:Excellent attention to detail and organisationStrong written and verbal communicationProficiency in iO and Microsoft OfficeTeam-focused, proactive, and client-drivenIf you''re looking to develop your career with a respected and growing firm that values collaboration and excellence, we''d love to hear from you.Please contact Sam at Financial Divisions. ..... full job details .....

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