img
Permanent

IFA Administrator

Kettering
money-bag 30000.00-30000.00 Annual
3176822036
Posted 2 days ago

IFA Administrator, Kettering Hybrid £30,000 - £35,000 + 25 days holiday + bank holidays + birthday off + Christmas Eve off + 5% pension match + private medical + paid CII membership + career progression Are you an experienced IFA Administrator looking to join a technology-focused financial planning firm that delivers genuine holistic, lifestyle-based financial planning rather than product-led advice? This is an excellent opportunity to join an established boutique financial planning business, supporting a close-knit team of advisers and paraplanners across client servicing, administration and report preparation. The business is fully paperless and places a strong emphasis on technology, efficiency and removing unnecessary repetitive administration, allowing you to focus on adding value to clients and the wider team. There is also a genuine long-term development culture, with opportunities to progress into Paraplanning and potentially Financial Advice for the right person, alongside full support for CII exams and professional development. The Role: Provide administration support to Financial Advisers and Paraplanners Manage client servicing and new-business administration Assist with report preparation and client documentation Liaise with clients, advisers, paraplanners and providers Maintain accurate and efficient client records Support the smooth delivery of holistic financial planning Work across a modern, fully paperless technology platform Manage competing priorities ..... full job details .....

Other jobs of interest...

Recruit UK
Market Harborough6 days ago
money-bag30000.00-30000.00 Annual
North Oak Recruitment
Lutterworth2 weeks ago
money-bag40000.00-40000.00 Annual
Premier Jobs UK Limited
Market Harborough3 weeks ago
money-bag£30,000

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!