Job Title: Wealth Management/IFA Administrator

Industry: Financial Planning

Location: Loughton, Essex

Salary: £28,000 - £34,000 (dependent on experience)

Job Reference: 9285

Recruit UK is working on an excellent opportunity for a Wealth Management Administrator to join one of our well respected independent financial planning firm based in Loughton.

This is a great opportunity to continue your journey in Financial Services / Wealth & Asset Management.

This firm covers all areas of financial planning and have longstanding financial advisers who are looking for an experienced IFA administrator to join the existing support team.

Duties will include:

Processing new business
Updating Crm
Inbox and diary management
Client liaison
Working alongside Financial Planners
Preparing meeting packs
Completing and processing paperwork
Letters of authority
Risk questionnaire inputting

Salary and Benefits:

Up to £34,000 dependant on experience
Working Hours, 9 am-5 pm Monday- Thursday, 9 am-4 pm on Fridays!
Workplace Pension with 8.5% employer contribution
Group Private medical insurance
Group Income Protection
Death in Service Cover
23 days holiday plus bank holidays. The office typically closes between Christmas and New Year.

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 is pleased to be working with a financial planning firm based in Loughton, Essex on a Wealth Management Administrator role.

Our commitment to you:

Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities.
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.

Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.

Client Administrator / IFA