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IFA Administrator

Premier Jobs UK Limited · Bradford-on-Avon

🇬🇧 English

Job description

About the role

Join a well‑established, locally authorised financial planning firm in Bradford‑on‑Avon as an IFA Administrator. You will become part of the back‑office team that supports the firm’s Financial Advisors, Platform Administrators and Paraplanners.

Key responsibilities

  • Perform day‑to‑day IFA administration tasks for client portfolios.
  • Provide administrative support to Platform Administrators, Paraplanners and Financial Advisors.
  • Maintain accurate records and ensure compliance with regulatory requirements.
  • Assist with client onboarding, data entry and document management.

Required profile

  • Proven experience in a client‑support or IFA administration role supporting Financial Advisors.
  • Motivation to contribute to a growing team and help drive business growth.

Required skills

    What we offer

    • Negotiable salary based on experience and qualifications.
    • Company benefits package.
    • Primarily office‑based work in a supportive environment.
    • Opportunity to play a key role in a growing team.

    Questions fréquentes

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    Published 2 months ago

    26 views · 0 interested

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    Premier Jobs UK Limited

    Bradford-on-Avon