IFA Administrator

Reward Recruitment

Posted 14 hours ago, valid for 17 days

York, North Yorkshire YO60, England

Full Time

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Sonic Summary

The IFA Administrator position in York offers a salary range of £25,000 to £32,000.
Candidates should have at least one year of experience in financial planning administration or a related field.
The role involves supporting the Managing Director and Chartered Financial Advisers with various administrative tasks.
Employees benefit from a bonus scheme, 25 days of holiday plus their birthday, and hybrid working options after probation.
This position also provides opportunities for development and progression towards becoming a paraplanner.

IFA Administrator

York

£25,000 to £32,000

We are working closely with a well-established Wealth Management firm specialising in providing holistic financial services to their well established client bank. Due to continued growth, they are now looking to recruit an experienced Financial Planning Administrator/Trainee Paraplanner to join their team.

What's in it for you?

Excellent basic salary
Excellent bonus scheme
25 days holiday + Birthday + Bank Holidays
Christmas shut down
Hybrid working on offer after probation
Excellent development and progression

You will be working closely with the Managing Director, Chartered Financial Advisers and Paraplanning team to provide support. This role offers excellent development with progression to become a paraplanner, annual reviews and annual bonus scheme.

Duties will include:

Processing new applications
Supporting with the writing of suitability reports
Dealing with client queries
Obtaining quotes and valuations
Liaising with product providers and other third parties
General administration duties

If you would like to apply or further information in relation to this opportunity, please contact Reward Recruitment Limited on 0 7 7 4 7 7 8 2 9 3 4 or send your CV on the link provided.

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