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Finance Administrator (IFA)

Salary: £23,000-£27,000
Contract Length: Permanent

Job Description:

Opportunity for an ambitious IFA Administrator to join an independent financial advice company offering funding and training to support your career progression.


The role

You’ll join an established independent financial advice company that will give you the necessary funding and training to support your career progression. This will give you the opportunity to become a Paraplanner, Financial Advisor, or any other role in finance.

You’ll play an important role in the growth of the business providing administrative support to Financial Advisors and company directors. Duties will include:

  • Preparation and completion of client’s financial reviews
  • Preparing and setting up new clients
  • Actioning investment fund switches and re-balances
  • Client data maintenance
  • Taking queries from directors and looking into client cases
  • Answering phones and responding to emails
  • Ad-hoc duties as required


The company

Our client is an independent financial advice company specialising in retirement and inheritance tax planning but also offer advice in investing, family protection and long-term care. They are a small but established firm operating a relaxed, non-corporate environment with a friendly, family-like team.


The package

As well as joining an upbeat and supportive team that is about to move into a brand-new office near Bicester, benefits include:

  • £23,000-27,500 salary (dependant on experience) + bonuses
  • Excellent training and progression opportunities
  • Great company socials, e.g. All expenses paid day at Ascot, Christmas parties (last years was a night at a hotel, restaurant dinner and party), summer party (last years was a boat tour on the Thames, theatre show, dinner and drinks out in London) and many more.
  • 23 days holiday + bank holidays
  • Friendly, family-like atmosphere
  • Brand new office near Bicester


To be successful, you will...

…have experience in a financial advice organisation

…be highly organised with great attention to detail

…be skilled in Microsoft packages (especially Word and Excel)

…have excellent communication skills

…be able to pick things up quickly

…be able to work independently and in a team


You won't...

…be uninterested in clients

…be unsupportive to colleagues



If you’re ambitious and interested in developing your career in finance, apply now!

Location: Bicester, Oxfordshire