Wealth Planning Administrator

Wealth Planning Administrator IFA Administrator Burnham-on-Sea, Salary: Up to £35,000 Hybrid working (2 days from home) Are you an IFA Administrator looking for your next career move? Do you want to be part of a close-knit team that truly values collaboration?Are you seeking an environment where your growth is supported, and you’re have the opportunity to advance your technical skills if desired? About Our Client: Our client is a highly respected, Chartered financial planning firm with a stellar reputation, built over 50 years largely through client referrals. With a family-like atmosphere , they offer a supportive, inclusive culture where each team member is valued. The company is committed to ensuring a healthy work-life balance with hybrid working options, allowing you to spend two days a week working from home. The team stands at 8 individuals currenely and operates in a collaborative environment where communication and proactive teamwork are at the core. You’ll work closely with advisers, paraplanners, and other support staff to deliver an exceptional client experience. Why This Role? Supportive Environment : Whether you're looking to build on your experience or expand your technical knowledge, you'll receive full support with professional exams , including structured study time during working hours. Career Development : The company encourages internal development and growth, with opportunities to advance through the business at your own pace. Positive Team Culture : You’ll be part of a company that values teamwork and fosters a strong sense of community, where everyone pulls together to ensure success. Other great benefits including private medical insurance and bonuses What We're Looking For Solid understanding of platforms and back-office systems like Intelliflo . Experience supporting financial advisers and paraplanners in a wealth planning environment. A proactive, team-oriented attitude, eager to learn and grow within a collaborative setting. If you're ready for a fresh challenge with a company that will invest in your personal and professional development, we'd love to hear from you!