Brevere Group
Aylesbury, UK
An excellent opportunity has arisen for an experienced IFA Administrator to join a professional and friendly financial services firm. The Company Our client is a well-established Independent Financial Advisory firm dedicated to helping individuals, families, and businesses secure their financial future. They pride themselves on delivering clear, jargon-free advice tailored to each client's needs, ensuring long-term financial security and peace of mind. The Role This is a full-time, position supporting Financial Advisors with a wide range of administrative duties. You will play a key role in ensuring the smooth running of client services and maintaining high compliance standards. Key responsibilities include: Providing full administrative support to Financial Advisors Processing new business applications (pensions, investments, protection) Liaising with providers, platforms, and clients to obtain information and updates Managing client records and...