IFA Administrator - Plymouth

Posted 25 January by Recruit UK

This role is a great opportunity to build upon your financial planning experience, get support with your exams and develop your career.

My client is an established financial advice company based in the South West. They are looking for an experienced IFA/Financial Planning Administrator to provide new business support.

This is an exciting opportunity for a highly organised, detailed and service orientated individual, to join the friendly and expanding team.

My client offers an excellent benefits salary with routes of progression and the opportunity to develop your career personally and professionally.

As an IFA Administrator your responsibilities will include (but are not limited to):

To work in partnership with Independent Financial Adviser(s)
To manage new business administration from submission to completion
Liaising with 3rd party professionals
Electronic filing of client correspondence and all other relevant documentation
Completing post application checks
Diary management, task management and event scheduling
Management of case files
Administrative and data entry tasks using the in-house system


If you have financial planning/advice experience and want to work for an established firm where your hard work will be rewarded please apply or contact Keely at Recruit UK on 01179-170-417 and quote reference 11692

Required skills

  • Admin
  • Administrative
  • Administrative Support
  • Financial Planning
  • Financial Services

Application question

Do you have financial planning/wealth management experience?

Reference: 32875578

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