SonicJobs Logo
Left arrow iconBack to search

IFA Admin / Financial Services Administrator

Gi Group
Posted 3 days ago, valid for a month
Location

Wakefield, West Yorkshire WF1 2EB, England

Salary

£25,000 - £35,000 per annum

Contract type

Full Time

By applying, a CV-Library account will be created for you. CV-Library's Terms & Conditions and Privacy Policy will apply.

Sonic Summary

info
  • A reputable wealth management firm in Wakefield is seeking an IFA Admin/Financial Services Administrator for a 100% office-based role.
  • Candidates should have at least three years of experience in pensions and investments, with familiarity in platforms like Fidelity and Transact.
  • The salary ranges from £25,000 to £35,000, depending on qualifications and experience, with an average annual bonus of 15-20%.
  • Additional benefits include a 9% pension contribution, coverage for eye tests, and a £200 allowance for spectacles or contact lenses.
  • The position offers 35 hours per week, Monday to Friday, with 29 days of annual holiday.

We are currently working with a highly reputable wealth management firm in Wakefield who are looking for an IFA Admin/ Financial Services Administrator.

This role is 100% office based.

You will ideally have at least three years' experience in pensions and investments and be familiar with industry platforms like Fidelity and Transact, and back-office systems like Intelligent Office.

Attention to detail and accuracy are of paramount importance.

Full study support is provided.

The salary range is to 35,000 depending on your qualifications and experience, plus an annual bonus, plus, they will pay 9% of your basic salary into your pension with no contribution required from you. In recent years the annual bonus has averaged 15-20% making the total package value more like 44,000.

They will also pay for eye tests and a 200 allowance towards spectacles or contact lenses.
Hours are 35 per week, Monday to Friday, 9am to 5pm. Holidays are 29 days per annum.
Salary: 25,000.00-35,000.00 per year

Should you require any support or assistance, please contact your local Gi Group office.

Gi Group Holdings Recruitment Limited are proud founding members of Menopause in business, pledge members for Neurodiversity in business, Disability committed members, Silver status pledge members for the Armed Forces Covenant, and Bronze trail blazers for Racial Equality matters.

Gi Group Holdings Recruitment Limited group of companies includes Gi Recruitment Limited, Draefern Limited, Gi Group Recruitment Ltd, INTOO (UK) Limited, Marks Sattin (UK) Limited, TACK TMI UK Limited, Grafton Professional Staffing Limited, Encore Personnel Services, Gi Group Ireland Limited and Kelly Services (UK) Ltd. Gi Group Ireland Limited are acting as an Employment Agency in relation to this role.

We are committed to protecting the privacy of all our candidates and clients. If you choose to apply, your information will be processed in accordance with the Gi Group Privacy Statement. To view a copy and to help you understand how we collect, use and process your personal data please visit the Privacy page on our Gi Group website.

Apply now in a few quick clicks

By applying, a CV-Library account will be created for you. CV-Library's Terms & Conditions and Privacy Policy will apply.