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St. Helens
Asset manager
IFA Administrator

IFA Administrator

Premier Jobs UK Limited

Posted 3 days ago, valid for a month

St. Helens, Merseyside WA11, England

£28,000 per annum

Full Time

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Sonic Summary

This IFA Administrator position in Saint Helens is ideal for an experienced candidate to join a growing IFA firm in the North West.
The role involves typical administrative duties to support Financial Advisors and Paraplanners in delivering high-quality financial services to clients.
Candidates should have at least 12 months of experience as an IFA Administrator, with familiarity in using Intelligent Office, Genovo, or Dynamic Planner being advantageous.
The salary for this position ranges from £25,000 to £28,000, depending on experience, along with additional benefits such as an annual bonus and generous holiday allowance.
The company also offers support for industry exams and a structured working week from 9am to 5pm, Monday to Thursday, and 9am to 4pm on Fridays.

This IFA Administrator job in Saint Helens offers the chance for an experienced individual to join a growing IFA firm in the North West.

You will be joining a team of like-minded individuals who work excellently together. The actively support progression within, as evidenced by this vacancy being available due to the current IFA Administrator progressing to become a Paraplanner.

You will be undertaking typical administration duties to support their Financial Advisors and Paraplanner to provide high quality financial planning service to clients.

The company will provide support towards your industry exams through paying towards your study material, first exam entry and providing time to study.

IFA Administrator Requirements

You should have 12+ months' experience as an IFA Administrator
Individuals with experience of using Intelligent Office, Genovo or Dynamic Planner would be beneficial
Individuals holding or working towards Level 4 Diploma in Financial Planning would be beneficial

The Company

This long established Independent Financial Advisory firm is growing rapidly and is looking for an ambitious individual to join the team.The business continues to create record-breaking performances and has a strong upwards trajectory.

IFA Administrator Benefits

Salary of £25,000 - £28,000 depending on experience
Plus annual bonus based on team performance, Royal London pension and 4x DIS after 12 months
23 days holiday, plus your birthday off and bank holidays
In addition, potential to receive 1 extra day off every month (based on TOIL arrangement)
35 hour working week with 9am 5pm, Monday to Thursday and 9am 4pm, Friday
Fee-Free Financial Advice, including mortgages and insurance.

Location

Saint Helens

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