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Job Title: IFA Administrator
Industry: Wealth Management
Location: Stafford
Salary: Up to £32,000 (negotiable)
Job reference: 9299
Job Description:
Recruit UK arerecruiting for a Client Services Manager to join a boutique and successful financial planning practice in Staffordshire.This is an excellent opportunity for an IFA Administrator, or similar, to join a prestigious financial planning practice and be a part of a great team and work culture.
Duties will include but not be limited to:
- Liaising with clients
- Preparing and arranging annual review meetings
- Processing new business
- Preparing fact finds
- Running client reports
- General administration tasks
Benefits:
- Salaries up to £32,000 (negotiable dependent on experience)
- Flexible working (once fully trained)
- Part-time working available (for those who seek this)
- 20 days holiday plus bank holiday - with option to buy additional 10 days of leave per year
- Flexible working
- Great transport links - a short walk from the train station, city centre parking
- Exam and study support
- Excellent career progression opportunities
- Death in service insurance, which comes with some additional healthcare benefits
- Auto enrolment pension
Skills and experience required:
- Financial Administration experience previously in a Wealth Management company
- Good written and verbal communication
- Ability to work as part of a team and as an individual
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 well-established wealth management firm based in Stafford on a IFA Administration 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.
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.
