SonicJobs Logo
Left arrow iconBack to search

IFA Administrator

Recruit UK
Posted 4 days ago, valid for 21 days
Location

Loughborough, Leicestershire LE11 5HL, England

Contract type

Full Time

Employee Assistance

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

info
  • The job title is IFA Administrator, located in Loughborough within the financial services industry.
  • The salary for this position ranges from £26,000 to £30,000, depending on experience.
  • Candidates must have at least 2 years of experience as a financial planning administrator.
  • The role involves preparing documentation for client meetings, processing business, and building client relationships to help realize their financial plans.
  • The company offers a supportive work environment with benefits such as 34 days of holiday, pension auto-enrollment, and professional development opportunities.

Job Title: IFA Administrator

Industry: Financial Services

Location: Loughborough

Salary: £26,000 - £30,000

Job Reference: 9511

Job Description:

Recruit UK are looking for an IFA administrator for our client based in north Leicestershire.

This company is extremely client driven, focusing on delivering what is important to their clients. Thriving on creating a financial plan that makes their clients feel comfortable and secure. Our client also invests in their employees. They heavily invest in their employees, supporting talent from within to keep progressing and reach their potential.

As an IFA administrator, you will play a vital role in the client’s experience. You will prepare documentation for client meetings, build relationships with your clients, process business and help bring the client’s?financial?plan to reality.

Benefits:

  • 34 days holiday plus bank holidays

  • Holiday purchase scheme

  • Pension Auto-Enrolment

  • Salary ranging from £26,000 - £30,000

  • Employee Assistance Program

  • Flexible home/office working

  • A chance to join a friendly and supportive team

  • Income protection

  • Exam support

  • Professional development opportunities

Skills and Experience required:

  • 2 years’ experience as a?financial?planning?administrator

  • Excellent attention to detail

  • Able to articulate complex ideas with ease

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 an Independent Financial Advice firm based in Loughborough 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.

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.