IFA Administrator

I’m working with a well-established, award-winning independent financial planning firm in Worcester that is looking to add to its growing team.

This is a great opportunity for an experienced IFA Administrator / Paraplanner who wants a varied role, supportive team and genuine long-term progression.

The business has built a strong reputation for providing high-quality, personal financial advice and has a really friendly, close-knit culture. You’ll work alongside experienced Advisers and a knowledgeable support team, with exposure across the full financial planning process.

• Supporting Financial Advisers across the client journey
• Managing workflows and cases through Intelliflo / Intelligent Office
• Client review and new business administration
• Provider and platform liaison
• Pension and investment administration
• Financial planning research
• Suitability reports and review documentation
• Cashflow modelling and portfolio analysis
• Client contact and progressing outstanding actions

• Previous IFA / financial planning experience
• Strong administration and organisational skills
• Good knowledge of pensions and investments
• Someone proactive, personable and keen to develop

This could suit an IFA Administrator looking to move further into paraplanning
, or an existing Paraplanner looking for a broader adviser support role
.

• Hybrid working
• Supportive and collaborative team
• Genuine career progression
• Varied role with plenty of responsibility
• Established and growing independent business
• Salary:
  Competitive, depending on experience

If you’re looking to join a firm that genuinely cares about its people, invests in their development and gives you the opportunity to build a long-term career, I’d love to hear from you.