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Form of work
SalaryThis Senior IFA Administrator job in Milton Keynes is seeking an experienced individual to provide support to their local Financial Advisors and lead their team of Administrators
As a Senior IFA Administrator, you will be leading their team of circa 6 Administrators who provide overall back office support to their Financial Advisers. This role offers progression to become an Office Manager for the right individual
The main administrative duties the team cover, includes:
- Taking phone calls and handling appropriately
- Corresponding with clients via written and verbal
- Processing new business
- Preparing client review packs
- Arranging client meetings and managing the Financial Advisor’s diary
- Maintain accurate client records
Senior IFA Administrator Requirements
- You must have experience as an Administrator within a financial planning firm
- You should have some relevant supervisory experience
- Experience of using Intelligent Office and Platforms is desirable
- An understanding of model portfolios and DFMs is desirable
The Company
This national independent financial planning group has developed over 20 offices across the UK to provide nationwide coverage to clients, on all areas of financial planning. The group has an ethical culture, focused on putting the client at the heart of their actions and a robust compliance approach.
Senior IFA Administrator Benefits
- Salary of £28,000 - £33,000 depending on experience and qualifications
- Monday to Thursday, 9am – 5pm and Friday, 9am - 4pm
- 25 days holiday (rising with service) plus bank holidays and birthday off, holiday purchase scheme, life assurance and pension
- Office based role
Locations
Milton Keynes
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