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IFA Administrator

Ortus PSR
Posted 20 hours ago, valid for 24 days
Location

Leamington Spa, Warwickshire CV311UY, England

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 offers a salary of up to £35,000 plus a bonus scheme and great benefits.
  • The role requires experience as an IFA Administrator to ensure smooth operations and exceptional client service.
  • Candidates should possess a detail-oriented mindset and the ability to manage multiple tasks effectively.
  • The firm emphasizes career growth, work-life balance, and an innovative culture with cutting-edge technology.
  • This is an opportunity to join a dynamic wealth management firm and advance your career in a collaborative environment.

IFA Administrator – Elevate Your Career with a Thriving Wealth Management Firm

Salary: Up to £35,000 + Bonus Scheme + Great Benefits

Are you an experienced IFA Administrator looking to take the next step in your career? This is your opportunity to join a dynamic and forward-thinking wealth management firm that harnesses technology to deliver seamless financial solutions.

Why Join?

Career Growth: Be part of a team that values development and internal progression.Work-Life Balance: Enjoy flexible working arrangements tailored to suit your lifestyle.Competitive Rewards: Earn up to £35,000 plus a performance-based bonus.Innovative Culture: Work with cutting-edge technology designed to enhance the client experience.

Your Role:

As an IFA Administrator, you’ll play a pivotal role in ensuring smooth operations and exceptional client service. Your responsibilities will include:Supporting Financial Advisers by preparing client documentation and conducting essential research.Managing new business submissions, income payments, and withdrawals across multiple platforms.Providing comprehensive administration for Pensions, Investments, and Protection products.

What We’re Looking For:

Experience as an IFA Administrator – essential to thrive in this role.A detail-oriented and proactive mindset.The ability to manage multiple tasks and deadlines effectively. A passion for delivering outstanding client support.

If you’re ready to step into a collaborative and technology-driven environment, apply today and take the next step in your wealth management career! ??

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.