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Financial Services Specialist Recruiters
Job Title:Senior IFA Administrator
Location:Leamington Spa
Benefits:
- Holiday 23 days plus statutory public holidays. Increasing to 26 days + SPH after 5 years, and 29 days + SPH after 10 years.
- Pension Contributory pension scheme. ER contribution of 5%, EE minimum contribution 3%. Subject to auto-enrolment eligibility.
- GDIS scheme 2 x salary Life Assurance.
- Health cash plan
- Development and training Examination and study financial support, internal training, and individual development plans
- Employee assistance programme
- Flexible working hours
- Friday early finish 2pm (non-contractual)
- Bonus scheme up to 5% of salary payable annually
Salary:£25,000 to £32,000 Dependant on experience
About the Company:
This prestigious and reputable firm has a lot to offer the right person. Support is given to help you grow and progress with your career. They offer a professional approach to Wealth Planning advice and are looking for talented individuals to join their team.
Our clients are currently seeking an experiencedSenior IFA Administratorto join their team. The ideal candidate will have a minimum of 3 years experience in an IFA practice and proven expertise using IO (Intelligent Office) client database systems.
What Your Day-to-Day Duties Will Include:
As a member of the client support team, you will work closely with one adviser, providing comprehensive administrative and client support. Responsibilities include:
- Preparing for client meetings, including gathering necessary documentation and conducting research for report preparation.
- Submitting new business applications on and off platforms.
- Managing income payments and withdrawals.
- Handling ad-hoc queries from clients or advisers.
- Supporting a varied caseload covering pensions, investments, and protection products.
Skills and Experience Required for This Role:
- A minimum of 3 years experience in an IFA practice.
- Proficiency with IO (Intelligent Office) client database.
- Strong organisational and time management skills.
- Attention to detail and the ability to manage a varied workload.
- Excellent communication and interpersonal skills.
This is a fantastic opportunity for a skilledSenior IFA Administratorto join a supportive and forward-thinking team with excellent career development opportunities.
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations and, where appropriate, recommend other relevant opportunities to you that match your requirements.
