IFA Admin

IFA Administrator – Telford

Are you an organised and proactive individual with a keen eye for detail, seeking a foundational role within a reputable financial planning firm? This is an outstanding opportunity to become an integral part of a supportive team, contributing directly to the efficient delivery of exceptional client service.

Our thriving financial planning firm in Telford is looking for a dedicated IFA Administrator. We offer a structured and collaborative environment where your administrative prowess will be highly valued, and you will play a crucial role in enabling our Financial Advisors to provide top-tier advice. This is an excellent stepping stone for those aiming to develop a long-term career within the financial services sector.

What We Offer

• Rewarding Compensation: A competitive salary up to £30,000, recognising your essential contribution to our operations.
• Structured Training: Opportunities for continuous learning and development, enhancing your technical knowledge within financial services.
• Supportive Environment: Work alongside experienced Financial Advisors and Paraplanners who appreciate meticulous administrative support.
• Career Trajectory: A clear path for advancement into more specialised roles, such as Paraplanner, for ambitious individuals.
• Stable Practice: Join a well-established and growing firm committed to long-term success and employee satisfaction.
• Team Collaboration: Be part of a cohesive team where your contributions are recognised and celebrated.
  
  

Your Contribution

• Provide comprehensive administrative support to Financial Advisors and Paraplanners, ensuring smooth daily operations.
• Process new business applications efficiently, managing client data and liaising with providers.
• Maintain accurate client records and documentation, upholding data integrity and compliance standards.
• Prepare client meeting packs, illustrations, and other essential paperwork, ensuring advisors are well-equipped.
• Handle client and provider queries professionally, demonstrating a commitment to service excellence.
• Assist with the ongoing management of our back-office systems and CRM.
  
  

We Are Seeking Individuals With

• A diligent and organised approach to administrative tasks.
• Strong communication skills, both written and verbal, for effective internal and external liaison.
• Proficiency in Microsoft Office Suite and a readiness to learn industry-specific software.
• A high degree of accuracy and attention to detail.
• A positive, proactive attitude and a willingness to contribute to team success.
• Prior experience in an administrative role, ideally within financial services, would be advantageous but is not strictly essential for the right candidate with a strong aptitude for learning.
  
  

This is a significant chance to secure a rewarding administrative role within the dynamic financial planning industry. If you are detail-oriented, client-focused, and ready to build a solid career foundation in Telford, we invite you to connect.

Apply Now to discuss how this IFA Administrator role can be the start of your professional journey.