Job Description
Overview
Location: Reading
Salary: £22000 - £32000
Type: Permanent, On-Site
Job Title: IFA Administrator
Start Date: Immediate
Are you a motivated and detail-driven IFA Administrator looking to grow your career in a professional, client-focused environment? We are working with a fully independent financial planning firm based just outside Reading, seeking an ambitious individual to join their close-knit team.
Responsibilities
- Provide administrative support to Financial Advisers
- Prepare client documentation and reports
- Maintain accurate client records using Intelligent Office (IO)
- Liaise with providers and clients to ensure smooth processing of business
- Shadow advisers and gradually take on more responsibility within the team
About You
- Experience in an IFA or financial planning firm is essential
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