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IFA Administration Manager - Southampton

Posted 25 January by Recruit UK Ended

Are you an IFA administrator looking to take the next step in your career? Do you feel like your knowledge would allow you to step into a Team Leader/Manager role?

The team requires an Senior Administrator to oversee the workflow and processes of all what happens behind the scenes of this busy advisory practice. Ensuring that all client advice is properly administered and documented quickly and efficiently, it will be your responsibility to manage and support the paraplanning and administration team, tackling technical and difficult cases, identifying problematic areas of concern, solving problems and ultimately ensuring that the client is looked after.

To be successful in the role you must have a very good understanding of the financial services industry and have worked in a similar role previously. You must have a strong understanding of compliance and be aware of the rules and regulations set out by the FCA. Ideally, you will have some relevant financial services qualifications or be willing to study towards.

This is a varied and exciting role that will see the successful candidate be able to really carve a career within this regarded firm. Salary is up to £30k, which could increase with progression. A generous benefits package is available.

If you would like to discuss this role in further detail, please contact Andrew Daly at Recruit UK.

Reference: 34122055

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