Senior IFA Administrator (Full-time or Part-time)

The Role:

We have an exciting Senior IFA Administrator role available for an aspiring individual who wants to progress their career with in a growing Financial Advice Firm. From talking with Clients on a daily basis, gathering information about Client Pensions from Providers, and being something of an expert in Intelliflo, our Administration Team will be directly responsible for making sure we have the necessary information available ready for the Paraplanners to produce the Client recommendations reports. This is a critical step in ensuring that we meet the financial strategy and outcomes that the Financial Planners have agreed with our Clients.

What we offer:

This is an office-based role, with flexible hours, a competitive salary and attractive package of benefits. Our aim is to ensure our people are fully supported with paid-for training and development, in addition to Pension, Health cover and more. All designed to make sure our people can grow in their careers, and that we, as responsible employers, are looking after each team members health and well-being.

To Apply:

So if you have at least two years experience in a similar role, then please email us your CV and a covering letter describing what relevant skills and experience you can bring to Berkshire IFA, along with your salary expectations to [email protected].