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IFA Administrator
Up to £35,000
Office based role
This role is best suited to those with IFA Administration experience. While you will be providing administration support initially, there is a direct pathway for progression, moving through to technical support, then Paraplanner then Advisor. The firm are offering a salary of up to £35,000.
The business
The business are a directly authorised, well established Financial advisory firm who have been in operation for over 15 years, with oer £500 million under management. The firm pride themselves in in depth research and high-quality advice, with a large percentage of new clients coming from referrals.
The role
Within the role you will be supporting the Advisors and Paraplanners. These duties will include processing new business, sending letters of authority, speaking to clients and providers, fund switches, withdrawals, updating CRM and organising meetings.
The benefits
- Salary up to £35,000 (Dependent on experience).
- Progression opportunities.
- 22.5 days annual leave + Bank holidays.
- Birthday off.
- Last day before Christmas off.
- Death in service 3x.
- Company pension.
- Onsite parking.
- Mid-day finish on a Friday.
- Full benefits to be confirmed.
If you think this is of interest to you, then the next step is to apply. Don’t worry, the application is simple, just attach your CV along with your basic contact details and we’ll do the rest.
Synonyms
Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator
