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Job Title: IFA Administrator/ Case Manager
Industry: Financial Planning
Location: Bridgewater, Somerset
Salary: Up to £24,000
Reference Number: 9493
Are you eager to join a trusted company with a legacy of excellence spanning decades?
Are you ready to use your expertise to deliver exceptional administrative support and financial advice?
If so, this role is your opportunity to make a lasting impact and build on a history of success.
Join a local IFA firm with over 20 years of experience in delivering exceptional financial solutions, where building long-term, friendly client relationships is at the core of everything they do. If you're passionate about delivering outstanding service and want to be part of a forward-thinking firm that values innovation, expertise, and community, this is the opportunity for you.
This newly created role combines the responsibilities of both a Case Manager and Senior IFA Administrator, offering an exciting and unique opportunity. In this position, you will provide essential administrative and back-office support to Financial Advisers in areas like Pensions, Investments, Mortgages, and Life Assurance. You will act as a key point of contact, connecting clients, financial advisers, and third-party providers, ensuring smooth case management and high levels of client satisfaction.
Your main responsibilities would include:
- Case Management
- Client and Provider Communication
- Administrative and Technical Support
- Organisational and Project Responsibilities
- General Office and Compliance Tasks
What’s in it for you:
- A competitive salary of up to £24,000, based on experience
- Career development opportunities
- 28 days holiday plus Christmas closure and bank holidays
- Be part of a friendly, team-oriented office culture
- Support for Financial Services qualifications
- Hybrid working once up and running (initially full-time office-based)
Skills and experience required:
- Experience in administration, preferably in Financial Services.
- Strong organisational skills, ability to manage workload independently.
- Excellent interpersonal and communication skills.
- Basic computer literacy, including Microsoft Office.
- Minimum of English and Maths GCSE C grade or equivalent.
Get in touch or apply online to find out more about this opportunity!
About Recruit UK:
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