Senior IFA Administrator

Job Title: Senior IFA Administrator

Location: Bath/Cheltenham

Salary: £24,000 - £27,000

Job Reference: 9026

Job Description:

Recruit UK is working on an excellent opportunity for a Senior IFA Administrator to join a leading Wealth Management firm to join their team in Bath or Cheltenham.

Our clients specialise in wealth management, investments, and employee benefits, and work closely with their clients to ensure personalized advice is provided to suit their needs. They have a strong back-office team that supports their Advisers and are looking to expand this team.

Your role will include, but not be limited to:

• Preparing and packaging financial planning reports with advisers
• Preparing client letters
• Liaising with product providers
• Assist in the completion of applications/instruction forms
• Obtaining information from clients
• Maintaining accurate client information
• Assisting with annual reviews and onboarding of new clients
• Ad hoc duties where required

Benefits:

• Salary of up to £27,000
• 25 days holiday
• 4x death in service
• 5% Pension contribution
• Income protection and life insurance
• Growth and development

Skills and experience required:

• Strong administration skills and experience
• Working in a client environment, providing exceptional service
• Knowledge of the Financial Service industry

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 Planning firm on a Financial Planning Administrator 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.