IFA Administrator

Posted 15 September by Recruit UK

Job Title: IFA Administrator

Industry: Financial Services

Location: Swansea

Salary: £18,000 - £23,000

Reference Number: 14894

Job Description:

Recruit UK are working on an excellent opportunity for an IFA administrator in Swansea to join a Financial Planning company.

Our client is a growing and well known firm based in South Wales who are looking for a little more administration support to help their Financial Advisers and back office team.

You will be working alongside other experienced IFA administrators and tasks will include, but not be limited to:

  • Corresponding and redirecting emails
  • Liaising directly with clients
  • Communicating with product providers
  • Basic administration such as filing, data entry, post
  • Process new business packs
  • Maintaining and updating data base

What’s in it for you:

  • Join an expanding firm
  • Competitive salary
  • Change to further develop and grow
  • Exam support, if required

Skills and experience required:

  • IFA administration experience - Essential
  • Working towards Level 4 Diploma - Desired
  • Experience with back office systems - Essential

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 IFA firm based in Swansea on an IFA admin role.

Application question

Are you currently an IFA administrator?

Reference: 40875026

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