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Technical IFA Administrator

Heat Recruitment
Posted 21 hours ago, valid for 4 days
Location

Leicester, Leicestershire LE7 2JU, 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 position is for a Technical IFA Administrator located in North Leicester, offering a salary of up to £35,000.
  • The role involves working within a reputable Financial Services Practice and requires previous experience in an IFA setting.
  • Candidates will benefit from full CII study support and the opportunity to work on complex cases while learning from financial planners.
  • Additional benefits include hybrid working, a discretionary bonus, and a non-contributory pension plan among others.
  • Applicants should possess strong communication skills, knowledge of investments and pensions, and be organized and adaptable.

Technical IFA Administrator - North Leicester - Up to £35,000We are assisting a client based North of Leicester, in hiring a Technical IFA Administrator due to team growth. They are looking for someone ambitious and driven to join their reputable Financial Services Practice which provides a financial planning and investment management service.If you come on board you will learn directly from the financial planners and the investment team. You will get to work on complex cases over time and broaden your knowledge/ experience by having a varied workload.Nearly everyone in the company is working towards qualifications, full CII study support is provided.

Benefits

  • Discretionary bonus
  • Hybrid working, 3 in the office 2 days from home
  • Exam & study support, they pay for exams and offer study days
  • 8% non contributary pension
  • Free parking on site
  • DIS 4 x salary
  • 25 days holidays + bank holiday
  • PMI + Income Protection

In order to be considered for this IFA Administrator opportunity:

  • Previous experience within an IFA setting
  • Professional communication manner, both written and verbal
  • Knowledgeable in investments and pensions
  • Organised and adaptable
  • Good use of platforms and Tech

Apply today to be considered for this IFA Administrator opportunity. If this specific Financial Adviser Administrator vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren’t necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career

Client Services Administrator, Sales Support, IFA Administrator, IFA admin, financial service administrator, financial service support, financial planning administrator, junior paraplanner, adviser support#LI-JM1

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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.