Senior IFA Administrator
Premier UKEngland, United Kingdom
Posted September 22, 2025
Full Time
About the Company
Our client has been established for over 40 years, providing Wealth Management, Financial Planning and DFM services to c600 clients.
Job Description
Join a quality, Chartered Financial Planning firm as a Senior IFA Administrator. Duties include producing suitability letters, assisting Paraplanners, and managing client applications.
Requirements
- Experience within a financial planning firm and supporting Financial Advisers
- Knowledge of financial planning products and the client process
- RO1 or CF1 qualification
- GCSE grades A – C or 4 – 9 in numeracy and literacy
- Competency in Microsoft Office products and industry software
Benefits
- Group life cover
- Group income protection
- Private medical insurance
- Health cash plan
- Cycle to work scheme
- Workplace pension with employer contribution of up to 5%