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IFA Support Administrator

Aspire Recruitment Solutions
Posted 23 days ago, valid for 19 days
Location

Oxford, Oxfordshire OX1 1HB, England

Salary

£35,000 per annum

Contract type

Full Time

In order to submit this application, a TotalJobs account will be created for you. As such, in addition to applying for this job, you will be signed up to all TotalJobs’ services as part of the process. By submitting this application, you agree to TotalJobs’ Terms and Conditions and acknowledge that your personal data will be transferred to TotalJobs and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The IFA Support Administrator position in Oxford offers a salary of up to £35k with a strong emphasis on home working and competitive benefits.
  • Candidates should have a minimum of 1 year experience in financial services administration.
  • The role involves working closely with advisers and clients, ensuring timely and accurate responses from product providers.
  • Additional responsibilities include sending Letters of Authority, obtaining illustrations, and producing portfolio valuations.
  • The company provides support for further qualifications, 25 days of holiday plus bank holidays, and flexible working arrangements.

IFA Support Administrator Oxford Salary up to £35k, a strong element of home working and competitive Benefits.


Are you looking for an opportunity to progress your career within the Financial Services industry?

Are you an experienced IFA Support Administrator, looking for an opportunity to join a growing wealth management business, based in the Oxford area?

This is a fantastic opportunity to progress in the Financial Services arena, especially if you are client orientated.

Job Summary:

  • You will be responsible for working closely with the advisers and clients
  • Liaise with product providers to ensure timely and accurate responses to clients
  • Send Letters of Authority and gather accurate information
  • Obtain illustrations and application forms
  • Production of portfolio valuations
  • Provide a friendly and professional point of contact for clients and enquiries

Qualifications and Experience: -

  • Minimum 1 year experience in financial services administration
  • Salary range up to £34k depending upon experience
  • Pension and death in service benefits
  • 25 days holiday (+ Bank Holidays) per annum
  • The ability and support to work flexibly where appropriate, in terms of hours and location
  • Support with further qualifications, including study leave

If you are interested and want to find out more about this IFA Support Admin role contact HELEN SPRIGGS through here or via LINKEDIN

Apply now in a few quick clicks

In order to submit this application, a TotalJobs account will be created for you. As such, in addition to applying for this job, you will be signed up to all TotalJobs’ services as part of the process. By submitting this application, you agree to TotalJobs’ Terms and Conditions and acknowledge that your personal data will be transferred to TotalJobs and processed by them in accordance with their Privacy Policy.