Careers
We're Hiring a Financial Planning Administrator!
At Informed Choice, we’re proud to be an independent financial advisory firm that puts our clients’ interests first.
Right now, we’re looking for a talented Administrator to join our team and help deliver exceptional financial planning services. In this role, you’ll support our Financial Planners with client queries, general admin daily tasks, processing of business and preparing valuations and files for client reviews. You'll also be updating our back-office system with information, contacting providers and any other adhoc tasks that maybe required to support the Financial Planner.
What we’re looking for:
Experience as an Administrator (or similar role) in a busy office.
Proficiency in MS Office is required and ideally, but not essential, previous experience working with Intelliflo (IO).
Detail-oriented with excellent communication skills.
Overview of what we offer:
Four-day working week in a full-time role.
Hybrid working available after completion of probation — whether from home or the office, we trust you to get the job done.
Great benefits including a staff pension scheme, private healthcare, income protection, and a discretionary bonus scheme.
We believe in a strong work-life balance, and our team benefits from flexible working arrangements that suit modern life.
If you’re passionate about financial planning and want to join a supportive, forward-thinking firm, we’d love to hear from you!
If you live in the local area to Cranleigh, apply today to become part of the Informed Choice team by emailing your details to our Practice Manager, julia@icfp.co.uk.