Are you an experienced IFA Administrator with a background in wealth management and a passion for delivering outstanding client service?
We’re working with a well-regarded, growing financial planning practice in Stansted Mountfitchet , looking to appoint a professional and detail-focused Financial Adviser’s Administrator to support both clients and advisers. This is a fantastic opportunity for someone who is looking to deepen their career in the wealth management industry, with future development opportunities available.
- Key Responsibilities :
- Act as a first point of contact for client queries—by phone, email, and occasionally in person.
- Support Financial Advisers and Paraplanners in preparing and processing applications and documentation for pensions, investments, and protection products.
- Maintain accurate client records, ensure compliance and document submission in line with FCA guidelines.
- Liaise with providers and clients to manage progress of cases and ensure a seamless client journey.
- Contribute to the high standards of professionalism and service excellence the firm is known for.
- Role Details :
- Salary : Up to £35,000 depending on experience, plus bonuses and benefits.
Location : Stanste...