IFA Administrator

Job Title: IFA AdministratorLocation: Lancaster, UKSalary: £25,000 - £30,000

Hybrid workingJob Type: Full-Time

Reference Number: 9651

Job Description:

Recruit UK is delighted to be partnering with a thriving wealth management firm based in Lancaster, presenting an opportunity for experienced IFA Administrators. This esteemed firm places emphasis on a client-first approach to financial planning. They take pride in delivering tailored financial plans that align with clients' unique goals and values and allow clients to secure their wealth.

This is an excellent opportunity for an IFA Administrator to join a company that wants to get involved across the board with the Investment committee.

Key Responsibilities:

• Provide administrative support to the IFA team, including managing appointments and preparing documentation.
• Process new business applications, including completing and submitting paperwork for investment and pension schemes.
• Handle client queries and maintain effective communication with clients and third parties.
• Assist with the preparation of client reports and financial documents, ensuring they are accurate and delivered in a timely manner.
• Maintain and update client records using the company’s CRM system.
• Support the preparation of ongoing financial reviews, including gathering and inputting data.
• Monitor and chase outstanding paperwork, ensuring all tasks are completed in a timely manner.
• Keep abreast of relevant financial regulations and changes, ensuring compliance at all times.

Skills and Experience Required:

• Previous experience in a financial services or IFA administrative role is highly desirable, but not essential.
• Strong organisational skills and the ability to manage multiple tasks and priorities.
• Excellent communication skills, both written and verbal.
• Proficient in Microsoft Office, particularly Word, Excel, and Outlook.
• A keen attention to detail and accuracy.
• Ability to work both independently and as part of a team.
• A proactive attitude and the ability to use initiative.
• Knowledge of financial products and services is an advantage, but full training will be provided.

Why should you join?

• Starting salary of up to £30,000
• Hybrid working model
• Pension - employer contribution of 5% (previously 3%). Scheme also set up via salary sacrifice and the company will rebate the FULL employer NI saving into the members pension.
• Death in service - 10x salary
• Private medical insurance (employee only and not family)
• For full time employees - 9 day working fortnight to be rolled out in July.
• 25 days holiday, plus their birthday, plus between Christmas and New Year (likely results in 30 days holiday)
• For every 5 years’ service, 1 full month off full paid.
• Shopping discounts scheme, provided by Circular Benefits
• Health cash plan (for things like dental / optical / physio etc.) provided by Simply Health.
• Wide range of other salary sacrifice benefits available, e.g. car scheme, bike to work, holiday and childcare vouchers.
• Gym membership subsidisation
• Discount card for a range of retailers
• Comprehensive social diary, including charity events, golf days, 'top performer events’ and much more.
• Potential for significant career progression as the company grows.

If you are a motivated individual with a passion for providing excellent administrative support within the financial services industry, we would love to hear from you!

To apply, please send across your CV

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 Wealth Management firm in Lancaster on a 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.