Join Our Clients Vibrant Wealth Management Team!

Are you a proactive and detail-oriented professional with a passion for financial services? We're looking for a Senior IFA Administrator to support our clients Advisers in delivering top-notch investment, protection, and pension solutions.

Key Responsibilities:

• Be the first point of contact for client enquiries
• Prepare Client Agreements and manage adviser diaries
• Organise client reviews and prepare meeting packs
• Draft client communications and suitability reports
• Provide technical support and conduct financial research

Key Skills:

• Strong organisational and communication skills
• Proficiency in MS Office and financial services knowledge
• Ability to manage workload and deadlines effectively

What We They Offer:

• Comprehensive salary DOE & benefits package
• Hybrid working
• A collaborative and supportive team environment
• Opportunities for professional development and formal qualifications, study support offered
• The chance to build and strengthen client relationships

Apply Now to become an integral part of our client’s vibrant team and help them deliver exceptional client service! If you have any questions, please contact Pauline Low at Reed on