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IFA Administrator

Recruit UK
Posted 2 days ago, valid for a month
Location

Pontypool, Monmouthshire NP4 8RD, Wales

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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  • The IFA Administrator position is available in Pontypool with a leading Financial Advice Company.
  • The role offers a salary of up to £30,000 and requires experience in Financial Planning Administration.
  • Candidates should have good IT skills and ideally some report writing experience to assist Financial Advisers with meeting preparations and client record maintenance.
  • The company provides support for future qualifications, along with benefits such as hybrid working, 25 days of annual leave, and a cycle to work scheme.
  • This opportunity is ideal for a self-motivated and organized individual looking to advance their career in a fast-growing financial advice firm.

Job Title: IFA AdministratorIndustry: Financial ServicesLocation: PontypoolSalary: up to £30,000Reference Number: 9604Job Description: IFA AdministratorRecruit UK are working on an excellent opportunity for an IFA Administrator in Pontypool to join a leading Financial Advice Company. This is an excellent opportunity to work in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in Preparation for meetings, Report writing, various Financial Planning Administration in line with company policy including preparing and maintaining client records.This is an exciting opportunity for a responsible, self-motivated, well organised experienced Financial Planning Administrator with good IT skills to develop their career in a fast-growing financial advice firm. Support for future qualifications will be provided to enable the successful applicant to further their knowledge and ability in the role to Diploma level.What’s in it for you: IFA Administrator

  • Competitive Salary up to £30,000 + excellent benefits
  • Hyrbid working
  • 25 days annual leave
  • Birthday off as additional leave
  • Auto enrolment pension *after age 22
  • Death in Service
  • Training and support towards industry recognised certifications
  • Cycle to work scheme.

Skills and experience required: IFA Administrator

  • Ability to build strong working relationships with both IFAs, and the rest of the team.
  • Financial Planning Administration experience
  • Understanding of the Financial Planning process
  • Good IT skills
  • Ideally some report writing experience

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 a leading Financial Advice Company based in Pontypool 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.

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.