Senior IFA Administrator / Team Leader

Job Details

Reference ID 1681
Vacancy Location Gerrards Cross
Job sector
Job type
Remuneration Salary of £40,000 - £45,000


This Senior IFA Administrator / Team Leader job in
Gerrards Cross provides opportunity to join a well-established IFA firm,
providing holistic financial planning to private clients.

You will be working closely with the Principal
Financial Advisor, acting in a team leader capacity, whereby you will be
managing the team workflow. As such, you will be delegating tasks and also
hosting regular team catch ups to identify outstanding actions and where
additional support is needed.

In addition, you will be a key point of contact for
clients, to assist with smoothing over any queries when the Principal Financial
Advisor is unavailable.

Alongside other support staff, you will be focused
on supporting a busy Financial Advisor, who writes a significant level of
business. You will play a key role in ensuring the team appropriately prepare
the Financial Advisor for client meetings and actioning post meeting tasks.

Senior IFA Administrator / Team Leader Requirements

  • You should have excellent experience as an IFA Administrator within
    a financial planning or IFA firm
  • You should excellent knowledge of financial planning products and
  • You should have experience of liaising with clients to answer
  • Individuals with team leadership experience would be preferred

The Company

This well established independent financial
advisory firm has an excellent reputation for providing high quality financial
planning to private clients. The business is led by a highly experienced
Director and Financial Advisor. To ensure the business continues to provide
high quality service, they are keen to recruit an IFA Administrator to join
their team

Senior IFA Administrator / Team Leader Benefits

  • Salary of £40,000 – £45,000 depending on experience plus company benefits
  • Office based with possibly 1 day a week from home
  • Free car parking available nearby
  • Excellent team spirit with many being part of the team for many


Gerrards Cross

Call us now on 0208 0044 154 or click Apply

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