IFA Administrator - Support for Financial Advisers Are you an experienced administrator with a passion for financial services? My client is looking for a proactive and detail-oriented IFA Administrator to join their team and provide essential technical support to our Financial Advisers. About the Role: As an IFA Administrator, you'll play a key role in supporting Financial Advisers with the preparation and processing of financial planning documentation. You'll ensure client records are accurate, assist with compliance requirements, and help maintain a smooth workflow across the advisory team. Key Responsibilities: Provide technical and administrative support to Financial Advisers. Prepare client reports, valuations, and documentation for meetings. Maintain and update client records using CRM systems. Liaise with providers to obtain policy information and process applications. Ensure compliance with FCA regulations and internal procedures. Assist with new business submissions and ongoing client servicing. What They Are Looking For: Previous experience in an IFA or financial services environment. Strong understanding of pensions, investments, and protection products. Excellent attention to detail and organisational skills. Proficiency in financial software and Microsoft Office. Ability to work independently and as part of a team. A commitment to delivering outstanding client service. What We Offer: A supportive and collaborative working environment. Opportunities for professional development and training including supporting you through obtaining your Level 4 Diploma in Regulated Financial Planning Competitive salary and benefits package. Flexible working options.
Sep 01, 2025
Full time
IFA Administrator - Support for Financial Advisers Are you an experienced administrator with a passion for financial services? My client is looking for a proactive and detail-oriented IFA Administrator to join their team and provide essential technical support to our Financial Advisers. About the Role: As an IFA Administrator, you'll play a key role in supporting Financial Advisers with the preparation and processing of financial planning documentation. You'll ensure client records are accurate, assist with compliance requirements, and help maintain a smooth workflow across the advisory team. Key Responsibilities: Provide technical and administrative support to Financial Advisers. Prepare client reports, valuations, and documentation for meetings. Maintain and update client records using CRM systems. Liaise with providers to obtain policy information and process applications. Ensure compliance with FCA regulations and internal procedures. Assist with new business submissions and ongoing client servicing. What They Are Looking For: Previous experience in an IFA or financial services environment. Strong understanding of pensions, investments, and protection products. Excellent attention to detail and organisational skills. Proficiency in financial software and Microsoft Office. Ability to work independently and as part of a team. A commitment to delivering outstanding client service. What We Offer: A supportive and collaborative working environment. Opportunities for professional development and training including supporting you through obtaining your Level 4 Diploma in Regulated Financial Planning Competitive salary and benefits package. Flexible working options.
The Integrated Talent Partnership
Taunton, Somerset
Are you an experienced financial planner with a passion for helping clients achieve their financial goals? Do you thrive in a dynamic environment where you can shape and grow a business? If so, we have an exciting opportunity for you! About My Client: They are a forward-thinking financial planning firm committed to providing comprehensive financial advice and services. Their goal is to acquire small IFA firms and build on our current offerings to create a robust, client-centered business. They pride themselves on their dedication to excellence and the ability to adapt to the ever-changing financial landscape. Key Responsibilities: Onboarding of acquired client bank Lead and develop the financial planning team. Provide strategic financial advice to a diverse client base. Build and enhance current service offerings. Maintain compliance with all relevant regulations and standards. Qualifications: Proven experience as a financial planner with a successful track record. Strong knowledge of financial planning and investment strategies. Excellent leadership and communication skills. Ability to work independently and as part of a team. Diploma in Financial Planning. What They Offer: Competitive salary and benefits package. Opportunities for professional growth and development. A supportive and collaborative work environment. The chance to make a significant impact on the firm's future. If you are ready to take on this exciting challenge and contribute to our success, we would love to hear from you!
Sep 01, 2025
Full time
Are you an experienced financial planner with a passion for helping clients achieve their financial goals? Do you thrive in a dynamic environment where you can shape and grow a business? If so, we have an exciting opportunity for you! About My Client: They are a forward-thinking financial planning firm committed to providing comprehensive financial advice and services. Their goal is to acquire small IFA firms and build on our current offerings to create a robust, client-centered business. They pride themselves on their dedication to excellence and the ability to adapt to the ever-changing financial landscape. Key Responsibilities: Onboarding of acquired client bank Lead and develop the financial planning team. Provide strategic financial advice to a diverse client base. Build and enhance current service offerings. Maintain compliance with all relevant regulations and standards. Qualifications: Proven experience as a financial planner with a successful track record. Strong knowledge of financial planning and investment strategies. Excellent leadership and communication skills. Ability to work independently and as part of a team. Diploma in Financial Planning. What They Offer: Competitive salary and benefits package. Opportunities for professional growth and development. A supportive and collaborative work environment. The chance to make a significant impact on the firm's future. If you are ready to take on this exciting challenge and contribute to our success, we would love to hear from you!