Are you a Level 4 qualified or part-qualified financial services professional with strong organisational skills and experience managing office workflows within an IFA environment?
This is a fantastic opportunity to join a well-established Independent Financial Advice practice that has been operating since the 1980s, offering a stable, supportive, and relationship-focused working environment. The business has built a strong reputation through long-term client relationships and a personalised approach to financial planning. With a small close-knit team of advisers, administrators, and support staff, the culture is collaborative, professional, and less sales-driven than larger corporate firms.
The successful candidate will play a key role in supporting the advisers, overseeing office operations, and managing administrative workflows to ensure the smooth running of the practice.
Role:
- Manage day-to-day office workflows and operational processes
- Support Financial Advisers with client servicing and administration coordination
- Oversee and manage a team of 3 administrative staff
- Ensure client cases progress efficiently and compliantly through the businessMaintain strong organisational standards across the office
- Act as a key point of coordination between advisers, administrators, and clients
- Support the continued smooth running of a busy IFA practice
Person:
- Level 4 qualified or part-qualified in Financial Planning
- Previous experience within an IFA or financial services environment
- Strong organisational and workflow management skills
- Experience supporting advisers and coordinating administration processes
- Professional and relationship-focused approach
- Ability to work collaboratively within a smaller team environment
- Strong communication and leadership skills
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