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Senior IFA Administrator

Recruit UK
Posted 3 days ago, valid for 2 days
Location

Nottingham, Nottinghamshire NG42QU, England

Salary

£24,000 - £28,800 per annum

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Contract type

Full Time

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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  • Recruit UK is seeking a Senior IFA Administrator for a Financial Planning firm in Nottingham, offering a salary between £28,500 and £32,000.
  • The role involves liaising with third-party providers, processing new business, obtaining valuations, and handling general administration tasks.
  • Candidates must have a minimum of 3 years of financial planning administration experience, with R0 exams being advantageous but not essential.
  • The position includes benefits such as an annual discretionary bonus, generous holiday allowance, long-term sickness policy, and pension contributions.
  • The firm values interpersonal skills and is looking for a proactive individual to join their successful team serving high-net-worth clients.

Job Title: Senior IFA Administrator

Industry: Financial Services

Location: Nottingham

Salary: £28,500 - £32,000

Job ref: 9295

Job Description:

Recruit UK, is working with a Financial Planning firm in Nottingham, looking for a Senior IFA administrator to join their team.

The company prides itself in providing reliable financial advice in a variety of areas, they deal predominantly with HNW clients - demonstrating their continuous success in the financial services industry and quality of advice.

They are looking for someone to liaise with third-party providers, process new business, obtain valuations and illustrations, and help with general administration tasks.

Are you an experienced, professional with excellent interpersonal skills seeking the next step in your career? Well, look no further! Our client is a long-established Financial Advice Firm and is seeking a proactive Senior IFA administrator to join their ever-growing team.

What’s in it for you:

  • Salary ranging from £28,500 - £32,000
  • Annual discretionary bonus
  • Generous Holiday allowance - increasing over time served
  • Long-Term Sickness Policy
  • Death in Service
  • Pension contribution
  • Continued exam support
  • Working from home flexibility past probation

Skills and experience required:

  • A minimum of 3 years’ financial planning administration experience
  • Some R0 exams would be advantageous but not essential

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 wealth management firm based in Nottingham on a senior IFA 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

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.