We have a vacancy for an IFA Administrator.
You will have experience as an Administrator within an IFA or Financial Planning practice, and we’re keen to find someone who wants to develop their career and learn new skills.
You will need excellent communication skills, both written and verbal. Confidence with IT and touch typing are also a must.
Our ideal candidate will be working within our team of Administrators, supporting our Paraplanners and Financial Planners by speaking to clients, processing new business applications and fund switching instructions, producing valuation reports, updating our back office system and helping with general office and administration tasks.
Full training and support will be provided.
For the right individual, a competitive salary along with pension contribution, private medical insurance and study/training funding is available. There are excellent opportunities for career progression too.
Informed Choice is an award-winning firm of Chartered Financial Planners based in Cranleigh, Surrey.
We help people find answers to the big financial questions in life, leading a meaningful life as a result.
We’re a team of 15 working together across three interconnected teams; Financial Planners, Paraplanners and Administrators.
Our employees consistently tell us this is a great place to work!
In addition to paying competitive salaries and a comprehensive package of employee benefits, we fully fund and support professional development including membership of the Chartered Insurance Institute and relevant examinations.
We supplement a generous holiday entitlement with extra paid time off over Christmas, and fun events during the year, including our annual boat trip, summer BBQ, and Christmas parties.
If you’re serious about your career in Financial Planning and want to join a top-performing team with a high profile, please do get in touch for a confidential discussion.
