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IFA Administrator

YourRecruit
Posted a day ago, valid for 6 days
Location

Crawley, West Sussex RH10 7GY, England

Contract type

Full Time

Life Insurance
Employee Assistance

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

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  • An experienced IFA Administrator is needed for a successful financial services business located in Crawley.
  • The position requires a minimum of 1 year of experience in the financial services industry, specifically with high net worth, UK resident clients.
  • The salary for this role ranges from £30,000 to £35,000, depending on experience, with a standard workweek of 37 hours.
  • The company offers a hybrid working policy after three months, along with benefits such as a pension, annual leave, and private medical insurance.
  • Candidates should be collaborative, innovative, and eager to learn while demonstrating strong communication and decision-making skills.

We have a fantastic opening for an experienced dynamic IFA Administrator to join our Crawley based client who are a successful and highly regarded financial services business.

They are looking to hire vigorous and career driven individual to join the client support team; working in a client-focused environment, where every day brings new challenges and opportunities for growth. You’ll be instrumental in delivering a top-notch service, interacting with clients, and making a real impact on their financial journey.

Salary: £30,000 to £35,000 (Depending on experience)

Location: Crawley

Hours: 37 hours per week (Monday - Friday, between 8am to 5.30pm) Hybrid working policy from month 3 of employment

Benefits: Company pension, 22 days annual leave, full induction, plus ongoing support and training, employee assistance programme and discounts, death in service, private medical and life insurance, on-site parking and referral programme

Do you have the essential skills & attributes?

You must have a minimum of 1 year experience within financial services industry and experience working with high net worth, UK resident, private clients - delivering financial planning and investment management services. You will also need to be able to demonstrate an nunderstanding of financial planning and basic product knowledge.

Our client is looking for original, collaborative and passionate people who are open to new ideas, eager to learn and who love a challenge. Core skills that will be required include:

Building relationships - working together to create a collegiate culture

Business thinking - understanding the business strategy and goals

Communicating - Understanding, creating, and sharing information with individuals and groups

Decision making - using initiative and reasoning to choose a course of action

Developing yourself and others - commitment to ongoing self-development

Innovating and change - thinking creatively, generating new business ideas and approaches

For your information:

*Interested? Please send your CV in as a Word format only

**Please only apply if you are already eligible to work in the UK (indefinitely & without sponsorship)

***Not for you but you know someone suitable? Take advantage of the YourRecruit paid referral fee.

Due to the large numbers of responses we receive, despite our best efforts it is not possible to respond to every application. Therefore, only short-listed candidates will be contacted for this particular role and if you haven't heard from us within 7 days please assume you have been unsuccessful on this occasion. Please feel free however to apply for further roles and we will certainly keep your details on file andcontact you with suitable vacancies. YourRecruit Ltd does not discriminate on the grounds of age, race, gender or disability and complies with all relevant UK legislation.

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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.