IFA Administrator
We are working with a prominent financial advisory firm, renowned for delivering expert financial solutions. They are seeking an IFA Administrator to join their expanding Cambridgeshire office.
Working Arrangements:- Hybrid position (2 days at home, mandatory office presence on Mondays)
- 30 days holiday + Bank Holidays.
- Wellbeing day, birthday off, and volunteering day.
- Matched pension contribution up to 5%.
- Death in Service (DIS) x4.
- Private Medical Insurance (PMI) after probation (6 months).
- Exam fees covered.
- Onsite parking available
As an IFA Administrator at your responsibilities will include:
- Processing new business, transactions, fund switches, withdrawals, income, and managing death cases.
- Utilising various platforms for efficient administrative tasks.
- Playing a crucial role in a dynamic and busy administrative environment.
To be successful in this role:
- Ideally 2 years' experience in IFA support roles.
- Proficient in using financial platforms.
If you are a dedicated and experienced IFA Administrator seeking an exciting opportunity with a forward-thinking financial advisory firm, we encourage you to apply.
If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: Client Services Administrator, Sales Support, Financial Planning Administrator, IFA, Financial Planning, Wealth Management, Financial Advisory, Financial Advice, Client Support, Adviser Support, IFA Admin, Client Delivery
Required skills
- Administrative Support
- Client Services
- Financial Planning
- Wealth Management
- Independent Financial Advice
Reference: 52348651
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.
Report this jobNot quite what you are looking for? Try these similar searches
Replace a job alert
Replace a job alert
Get Job Alerts straight to your inbox
"Office Assistant jobs in London"
Your Job Alert has been created and your search saved.
'Saved search name'