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IFA Administrator

Finlink Ltd
Posted 4 days ago, valid for 18 days
Location

Northallerton, North Yorkshire DL62NQ, England

Contract type

Full Time

Retirement Plan
Life Insurance

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 IFA Administrator position is a fixed-term contract based in Northallerton with hybrid working options.
  • The role offers a salary of up to £32k and is best suited for candidates with 1+ years of experience in a similar role.
  • You will work closely with the office manager and financial planners to deliver a high-quality and compliant service.
  • The company is a fast-growing Financial Services practice that provides opportunities for career progression and personal development.
  • Benefits include private medical insurance, a healthcare cash plan, and 28 days of annual leave, increasing to 30 days after two years of service.

IFA Administrator (FTC)Northallerton Hybrid workingSalary up to £32k

This is best suited to IFA Administrators with 1+ years experience. You will benefit from joining a large team where you will receive support and exposure to an abundance of knowledge enabling you to develop. There are exciting growth plans in place, providing you with the opportunity to progress within a thriving and successful business. Salary up to £32k.

The Business

The business is a fast-growing and well-established Financial Services practice with offices across the UK. The business is growing organically and through acquisitions, hence the need to expand the support team. This position is based in their Northallerton office.

The Role

As an IFA administrator, you will be working closely with the office manager and financial planners to provide an efficient, high-quality and compliant service. During a typical day, you will be involved in processing new business, communicating with clients and providers, ensuring all documentation is compliant, assisting with research and basic reports as well as ensuring back-office systems are updated and maintained accurately.

The Benefits

  • Salary up to £32k.
  • Private medical insurance
  • Healthcare cash plan
  • Group income protection
  • Group life assurance
  • Group pension scheme
  • Discretionary company bonus award opportunity
  • 28 days annual leave rising to 30 days after 2 years’ service

Synonyms

Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator

Apply

If you have the required experience and this role interests you, then you can apply by simply attaching your CV along with your basic contact details. We’ll get in touch if we need any additional information and then present you to the business with the aim of setting up an initial interview.

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.