IFA Financial Planning Administrator Aylesbury | Office Based | £27,000 – £35,000 DOE

IFA Financial Planning Administrator

Aylesbury, Buckinghamshire | Office Based | £27,000 – £35,000 DOE

Are you an experienced IFA Administrator looking for your next career move?

An established Independent Financial Advice firm based in Aylesbury is looking to recruit an experienced Financial Planning Administrator to join its team.

This is an excellent opportunity to become part of a professional and supportive financial planning business, providing essential administrative support to Financial Advisers and Paraplanners while helping to deliver an exceptional service to clients.

The Role:

- Providing comprehensive administrative support to Financial Advisers and Paraplanners.

- Processing new business applications and monitoring cases through to completion.

- Preparing client documentation and maintaining accurate client records.

- Liaising with clients, providers and investment platforms.

- Supporting pension, investment and protection administration.

- Assisting with client reviews and maintaining ongoing client records.

- Using Intelligent Office (IO) to manage client information and workflow.

The Ideal Candidate:

- Previous experience within an IFA or Wealth Management practice is essential.

- Experience using Intelligent Office (IO) is essential.

- Good understanding of financial planning administration and processes.

- Knowledge of pensions, investments and protection.

- Excellent organisational skills and attention to detail.

- A confident communicator with a proactive and professional approach.

What's on Offer?

- Salary between £27,000 and £35,000, depending on experience.

- Office-based position in Aylesbury.

- Opportunity to join an established financial planning practice.

- Supportive and professional working environment.

- Long-term career development opportunities.

Interested?

If you have previous IFA administration experience and are looking for a new opportunity within Wealth Management, I'd love to hear from you.

Apply today or get in touch for a confidential discussion by Sam at Financial Divisions.