Address
Form of work
SalaryThis IFA Administrator job in Gerrards Cross provides opportunity for an experienced individual, to join a well-established IFA firm, providing holistic financial planning to private clients.
Alongside other support staff, you will be supporting a busy Financial Advisor, who writes a significant level of business. You will play a key role in ensuring the Financial Advisor is appropriately prepared for client meetings and actioning post meeting tasks.
IFA Administrator Requirements
- You must have experience in a directly related role as an IFA Administrator within a financial planning or IFA firm
- You should excellent knowledge of financial planning products and processes
- You should be local to their office in Gerrards Cross (ideally no more than 30 minute commute)
The Company
This well established independent financial advisory firm has an excellent reputation for providing high quality financial planning to private clients. The business is led by a highly experienced Director and Financial Advisor. To ensure the business continues to provide high quality service, they are keen to recruit an IFA Administrator to join their team
IFA Administrator Benefits
- Salary of £30,000 - £40,000 depending on experience plus company benefits
- Office based with possibly 1 day a week from home
- Free car parking available nearby
- Excellent team spirit with many being part of the team for many years
Locations
Gerrards Cross
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