IFA Administrator
This role is for you if you are an IFA Administrator with at least 2 years of experience looking for a new challenge! With this role you will benefit from joining a large team where you will receive support, hybrid working, great benefits, and due to growth plans, there will be opportunities to progress further within the business.
Business
This is a large Financial Advisory business that provides advice on a whole of market basis. They have offices across the UK. This role is based in the Warwick Office.
Role
As an IFA Admin, you will be working closely with office managers and financial planners to provide efficient, high-quality, and compliant service. During a typical day, you’ll be involved in processing new business, communicating with clients and providers, ensuring all documentation is compliant, assisting with research and basic reports, and updating relevant back-office information.
Benefits
- £25,000-£30,000 dependant on experience.
- 31 Days annual leave (Including bank holidays)
- Income protection from day 1.
- Life Insurance.
- Employee assistance program.
- Financial and personal well-being support.
- Virtual GP appointments.
- Company sick pay.
- Hybrid work possible.
If you think this is of interest to you, then the next step is to apply. Don’t worry, the application is simple, just attach your CV along with your basic contact details. We will then get in touch to gain any additional information we require. Then you can sit back whilst we present you to the business with the aim of opening the lines of communication and setting up a call between you both.
Required skills
- Admin
- Financial Advice
- Financial Planners
Reference: 52220058
Please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.
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