IFA Administrator

WEALTHLINK RECRUITMENT LTD

Posted 3 days ago, valid for 7 days

Winscombe, Somerset BS25 1HD, England

£24,000 - £28,800 per annum

Full Time

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Sonic Summary

The IFA Administrator position is located in Winscombe, North Somerset.
The salary for this role ranges from £26,000 to £32,000.
Candidates should have experience working within a Financial Planning environment.
The role involves working closely with Financial Advisers on various financial services including Investments and Pensions.
The firm offers opportunities for career advancement and provides study support for financial planning exams.

IFA Administrator

Location - Winscombe, North Somerset

Salary: £26,000 - £32,000

Duration: Permanent, Full time

We are working with a local Independent Financial Adviser based in Winscombe who are looking to bring on an IFA Administrator to join their growing team. In the role you will work closely with Financial Advisers to provide a high quality and efficient service to clients. The role is varied and you will work on Investments, Pensions, Estate Planning and Protection cases.

The firm has a track record of promoting from within and there will be opportunity to be sponsored through financial planning exams and be exposed to other areas of the business from day one..

What’s on offer?

Salary up to £32,000
25 days annual leave + Bank Holidays
Study support and sponsorship
Life Assurance and Group income protection
Pension with option for salary sacrifice

IFA Administrator Requirements:

Strong Customer Services Delivery
Experience working within a Financial Planning environment
Organised and Good Administration Skills

What’s Next?

If you are interested in the IFA Administrator position apply now and one of our consultants will reach out within 24 hours if you match the requirements.

IFA Administrator, Financial Planning, Wealth Management, Customer services, Administration

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