SonicJobs Logo
Left arrow iconBack to search

IFA Administrator

Carlton Mays
Posted 6 days ago, valid for 8 days
Location

Cambridge, Cambridgeshire CB2 8AG, England

Salary

£28,000 per annum

Contract type

Full Time

Life Insurance

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

info
  • The position is for an IFA Administrator / Senior Administrator with a salary of up to £28,000 depending on experience.
  • Candidates must have a background in Financial Services and previous experience in a similar role is required.
  • The role involves supporting Financial Advisers, maintaining client databases, and processing new business and review packs.
  • This is a full-time, office-based position offering a 9 to 5 schedule, 25 days of holiday plus Bank Holidays, and excellent career progression.
  • Benefits include a bonus scheme, company events, pension, life insurance, and private medical insurance.

IFA Administrator / Senior Administrator | Up to 28K DOE

We are seeking an experienced IFA / Wealth Management Administrator to join our client at their friendly office in Cambridge.

A background in Financial Services is essential.

You will be supporting the Financial Advisers to provide the best advice and service to a variety of clients

This is an office based position and provides excellent career progression.

Duties include:

Act as point of contact for all clients and providers

Maintaining client database, updating accurately

Assist with processing of new business and review packs

Other administration duties as required

You must be a team player with excellent customer service skills and have a commitment to providing outstanding advice.

Previous experience in a similar role is required.

In return you will receive a healthy salary, a 9 - 5 working day with 25 days holiday plus Bank Holidays, in a friendly, supportive environment with excellent career development prospects

Job Type: Full-time, Permanent

Pay: Up to £28,000.00 per year

Additional pay:

  • Bonus scheme

Benefits:

  • Company events
  • Company pension
  • Life insurance
  • Private medical insurance

Schedule:

  • Day shift
  • Monday to Friday
  • No weekends

Work Location: In person

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.