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Job Title: Senior IFA Administrator
Industry: Financial Planning
Location: Nottingham
Salary: up to £32,000
Job reference: 9295
Job Description:
Recruit UK are working on an excellent opportunity for a Senior IFA Administrator in Nottingham to join a well-established Independent Financial Advice practice.
This company ensures their clients are provided with the advice they deserve, recognizing that each client is different and therefore tailor their services to the client and offering a range of solutions. They provide holistic, whole of market advice and provide clients with the very highest standards of service.
As a Senior IFA Administrator, you would have good knowledge of processing investments and pension transfers as well as checking fact finds, preparing & processing authority letters, preparing review packs, creating new client packs and more.
What’s in it for you?
- Discretionary annual bonus following a year’s service
- 25 days holiday plus Bank Holidays
- Enrolment into the Workplace pension scheme after 3 months service
- Death in Service -2x salary
- Discretionary Long-Term Sickness Policy - After completing a 6-month probationary period
- Employee Assistance Programme (EAP) - The EAP offers information, support and counselling across a vast range of areas from relationships and family to finance and debt management.
- Examinations and study material paid for by the company - After completing a 6-month probationary period
Skills and experience required:
- 3 years’ plus experience in an IFA Administration role
- Excellent communication skills, both written and verbal
- Good telephone manner
- Team player
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 near Leicestershire 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.
