Job Description

Location

Reading

Salary £30000 - £35000 TypePermanent WorkplaceOn-Site Ref89124

Senior IFA Administrator


Salary: Up to £35,000 (DOE)

Location: Reading , Berkshire (Office-based)

Job Type: Full-time, Permanent

Start Date: Immediate


Are you an experienced IFA Administrator ready to take the next step in your career? Were working with a fully independent, professional financial planning firm based in Reading, who are looking for a driven and capable Senior IFA Administrator to join their growing team.


Key Responsibilities:

  • Provide high-level administrative support to Financial Advisers
  • Manage and process client documentation and reports
  • Maintain accurate records using Intelligent Office (IO)
  • Liaise with providers and clients to ensure smooth operations
  • Support client meetings a...

    • Ready to Apply?

    Take the next step in your AI career. Submit your application to Heat Recruitment today.

    Submit Application