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IFA Administrator

Recruit UK
Posted 8 days ago, valid for 13 days
Location

Durham, Durham DH1 5UL, England

Salary

£24,000 - £28,800 per annum

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Contract type

Full Time

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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  • The IFA Administrator position is available at a leading Independent Financial Advice firm in Durham, offering a salary of £32,000.
  • The role involves supporting financial advisers and dealing with clients within a friendly back-office support team.
  • Candidates should have financial planning administration experience, ideally with a part CII Level 4 Diploma or some R0 exams.
  • The firm provides study support towards the Level 4 Diploma and offers excellent benefits.
  • Applicants are expected to have attention to detail and experience with Intelligent Office (IO).

Job Title: IFA Administrator

Industry: Financial Services

Location: Durham

Salary: £32,000

Job Ref No: 9261

Job Description:IFA Administrator

Recruit UK are working on an excellent opportunity for an IFA Administrator position in Durham to join a leading Independent Financial Advice firm.

  • Well established IFA firm
  • Holistic Financial Planning Advice
  • Offices in Durham
  • Back office support team

The Role: IFA Administrator

  • Join friendly back-office support team
  • Intelligent Office (IO)
  • Supporting Financial Advisers
  • Dealing with clients

What’s in it for you:IFA Administrator

  • IFA Administrator - Financial Advice Firm
  • Friendly team
  • Study support towards Level 4 Diploma
  • Basic Salary up to £32,000
  • Excellent Benefits

Skills and experience: IFA Administrator

  • Financial Planning Administration experience
  • Ideally part CII Level 4 Diploma Qualified - Some R0 exams (desirable)
  • Excellent attention to detail
  • Intelligent Office (IO) experience
  • Admin for wills and powers of attorney

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a leading Independent Financial Advice firm based in Durham on an IFA Administrator role.

Our commitment to you

  • Start every journey with a conversation to find out about you in depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach - career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.

Additional information:

  • Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.

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.