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IFA Administrator

IFA Administrator

enable Recruitment

Posted 15 hours ago, valid for 12 days

Sheffield, South Yorkshire S5 8DP

£25,000 - £30,000 per annum

Full Time

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Sonic Summary

A reputable independent financial advisory firm is seeking a Wealth Management professional for an administration role within their IFA Administration Team.
Candidates must have a minimum of 2 years of IFA Administration experience and possess effective communication skills.
The role involves supporting financial advisers and paraplanners, preparing meeting packs, processing new business applications, and managing the back office system (X-Plan).
The position offers a competitive salary of up to £28,000, depending on experience and qualifications, along with flexible working arrangements.
Additional benefits include social opportunities, exam funding, enhanced maternity and paternity pay, and generous annual leave.

Are you a Wealth Management professional who is looking for a new administration role?We’re delighted to have partnered with an award-winning independent financial advisory firm that is actively expanding its IFA Administration Team! Highly regarded within the industry, our client has built an outstanding reputation for delivering bespoke advice and wealth planning expertise to clients across the UK.If you are a detailed-orientated professional with a passion for financial planning and client service, we’d love to hear from you!What you'll be doing:

Providing support to the financial advisers and paraplanners of the business, such as being first point of contact for the clients
Prepare meeting and review packs for the advisers
Processing new business applications and all ongoing administration for existing clients
Updating and managing the back office system (X-Plan)

What you need to apply:

2+ Years IFA Administration experience
Effective communication skills and capable of working in a busy environment
Experience in speaking with clients and providers on the adviser’s behalf

What's in it for you?

A basic salary of up to £28,000 dependent on experience and qualifications
Flexible working structure with working from home and flexitime offered
Social opportunities throughout the year
Exam funding and support
Progression opportunities into different areas of the business, depending on which way you see your career heading!
Enhanced Maternity & Paternity Pay
Generous annual leave allowance

What next?Hit apply or contact Dan directly!daniel@enable-recruitment.co

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