Back to search
Job Title: IFA Administrator
Industry: Financial Planning
Location: Warwickshire
Salary: £19,000 - £32,000
Job Reference: 9146
Job Description:
Recruit UK are working on a brilliant opportunity for an IFA Administrator in Warwickshire to join a specialist financial planning firm, that pride themselves in offering unrestricted and unbiased advice.
This company have been ranked in the Top 100 Adviser firms in the UK for the last few years’ and pride themselves on the quality of service and advice they give their clients.
This role as an IFA Administrator will involve new business processing, post business processing, annual reviews, preparing review packs, ensuring the CRM is up to date and compliant along with many other tasks. You will work with 1 particular adviser on a 1 to 1 basis, however will also be expected to work in a pool of administrators to cover annual leave or offer additional help when required.
What’s in it for you:
- Salaries up to £32,000 (salaries negotiable dependent on experience)
- Pension contribution
- Health care claim back plan
- Early finish on a Friday
- 22 days holiday plus bank holidays
- Free Parking
- DIS
- Study and revision support toward Level 4 Diploma (if this is desirable)
- Ongoing career professional development and progression
Skills and experience required:
- Previous exposure utilising Intelligent Office (desirable)
- Excellent communication skills, both written and verbal
- Background as an IFA administrator in an IFA or Wealth Management firm
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 an Independent Financial Advice firm based in Warwickshire on an 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.
