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IFA Administrator - Wealth Management - Client-Facing - £35,000 + Bonus - Stansted Mountfitchet

IFA Administrator - Wealth Management - Client-Facing - £35,000 + Bonus - Stansted Mountfitchet

Financial DivisionsStansted, Essex, UK
11 days ago
Job type
  • Full-time
Job description

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...

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Ifa Administrator • Stansted, Essex, UK