IFA Administrator

Posted 9 April by Recruit UK
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Job Title: IFA Administrator

Industry: Financial Planning

Location: Warwick

Salary: £24,000 - £30,000

Job Reference: 15252

Job Description:

Recruit UK are working on a brilliant opportunity for an IFA Administrator in Warwick to join a specialist financial planning firm, that pride themselves in offering unrestricted and unbiased advice.

This company have been ranked in the Top 100 Adviser firms in the UK for the last few years’ and pride themselves on the quality of service and advice they give their clients.

Due to an internal promotion, they are now seeking an additional IFA Administrator to join their team!

This role will involve new business processing, post business processing, annual reviews, preparing review packs, ensuring the CRM is up to date and compliant along with many other tasks. You will work with 1 particular adviser on a 1 to 1 basis, however will also be expected to work in a pool of administrators to cover annual leave or offer additional help when required. Ideally, experience and knowledge of DB Transfers would be preferred as this particular adviser completes a lot of these cases.

What’s in it for you:

  • Salaries up to £30,000 (salaries negotiable dependent on experience)
  • Pension contribution
  • Health care claim back plan
  • 25 days holiday plus bank holidays
  • Free Parking
  • DIS
  • Study and revision support toward Level 4 Diploma (if this is desirable)
  • Health care claim back plan

Skills and experience required:

  • Previous exposure utilising Intelligent Office (desirable)
  • Knowledge of DB Pension Transfer administration
  • Excellent communication skills, both written and verbal
  • Background as an IFA administrator in an IFA or Wealth Management firm

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 Advice firm based in Warwick on an IFA Administration 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.

Reference: 42434076

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