Senior IFA Administrator

Heat Recruitment

Posted 20 hours ago, valid for a month

Milton Keynes, Buckinghamshire MK10 9QA

£30,000 - £40,000 per annum

Full Time

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Sonic Summary

We are looking for a Senior IFA Administrator with strong technical knowledge to lead a medium-sized technical administration team.
The role involves providing technical support to advisers and assisting the Senior Leadership Team in improving team performance.
Candidates should have a strong background in Financial Planning and be highly technical in Financial Services, particularly in Investments and Pensions.
The salary for this position ranges from £30,000 to £40,000, with annual reviews and additional benefits.
Applicants should be working towards Financial Services qualifications and possess excellent communication skills.

We are assisting a client with a Senior IFA Administrator with strong technical knowledge who is keen to lead and help develop a medium sized technical administration team.You will be providing technical support to advisers, assisting the SLT in helping with the team's performance, and ensuring all work is completed in a timely, accurate and compliant manner. There is a great company culture and an array of exciting opportunities, even for your own personal development and growth.Benefits:

£30,000 - £40,000 with annual reviews
Life cover
PHI
5% matched contributions
25 days annual plus bank holiday
Free parking
After probation, 1 day from home depending on Team needs

What’s needed to be considered for this Senior IFA Admin position?

Strong background in Financial Planning companys
Highly technical within Financial Services - Investment & Pensions
Professional communication manner, both written and verbally
Working towards Financial Services qualifications

What’s next?

Apply today to be considered for this Senior IFA Administrator 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. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career

Client Services Administrator / Senior IFA Administrator / IFA Administrator / Technical Support / Adviser Support / IFA Admin #LI-LW1

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