IFA Administrator

This IFA Administrator job in Saint Helens offers the chance for an experienced individual to join a growing IFA firm in the North West.

You will be joining a team of like-minded individuals who work excellently together. The actively support progression within, as evidenced by this vacancy being available due to the current IFA Administrator progressing to become a Paraplanner.

You will be undertaking typical administration duties to support their team of 2 Financial Advisers and 1 Paraplanner to provide high quality financial planning service to clients.

The company will provide support towards your industry exams through paying towards your study material, first exam entry and providing time to study.

IFA Administrator Requirements

• You should have experience as an IFA Administrator
• Individuals with experience of using Intelligent Office, Genovo or Dynamic Planner would be beneficial
• Individuals holding or working towards Level 4 Diploma in Financial Planning would be beneficial

The Company

This long established Independent Financial Advisory firm is growing rapidly and is looking for an ambitious individual to join the team.

IFA Administrator Benefits

• Salary of £23,500 - £26,000 depending on experience
• Plus annual bonus based on team performance, Royal London pension and 4x DIS after 12 months
• 23 days holiday, plus your birthday off and bank holidays
• In addition, potential to receive 1 extra day off every month (based on TOIL arrangement)
• 35 hour working week with 9am - 5pm, Monday to Thursday and 9am - 4pm, Friday
• Fee-Free Financial Advice, including mortgages and insurance.

Location

Saint Helens

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