IFA Administrator
Listed on 2026-01-01
-
Finance & Banking
Office Administrator/ Coordinator -
Administrative/Clerical
Office Administrator/ Coordinator
Location:
Cobham
Salary £30,000 - £35,000
Type:
Permanent
Workplace:
On‑Site
Recruiter:
Managing This Role – IFA Admin, Cobham
Up to £35,000
The opportunity for a Financial Planning Administrator to join a well‑established Financial Services Practice based near Cobham has arisen.
We are looking for someone to provide high quality technical administration and analytical support to the successful Financial Planners of the business.
Benefits- 25 days plus bank holidays
- Pay for study towards Financial Service exams
- Salary reviews
- 5% ER pension contribution
- 4x DIS
- Great staff retention friendly environment
9 AM to 5 PM
Discretionary Bonuses (5‑15%)5% ER pension contribution
Qualifications- Previous experience within a Financial Planning role
- Professional communication manner, both written and verbally
- Strong understanding of investments and pensions
- Any Financial Services qualifications are desired
Apply today to be considered for this Adviser Support opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms : Client Services Administrator, Sales Support, IFA Admin, Adviser Support, Financial Planning Administrator, Financial Service Support
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