IFA Administrator

Job Title: IFA Administrator

Industry:?Financial Services

Location: Sheffield

Salary:?Up to £28,000

Job Reference: 8972

Reference Number:

Are you a skilled IFA administrator seeking a fresh opportunity?

Recruit UK is working with a firm that surpasses traditional IFA services. As Discretionary Investment Managers and Financial Advisors, they excel in effective investment management and financial planning tailored to their clients' goals and aspirations.

Their ethos revolves around accessibility and transparency. Clients find them approachable, fostering an environment where questions are encouraged and answered with clarity.

As an IFA administrator, you will maintain relationships with clients and colleagues, process new business, prepare illustrations, and coordinate and produce client valuations, amongst other tasks.

This is an excellent opportunity for a motivated individual who is looking to join a dynamic team that is committed to delivering exceptional service to their clients.

Benefits:?

• Salary up to £28,000.
• 22 days holiday + bank holidays.
• Exam support.
• Friendly, collaborative culture.
• Life cover.
• Future development opportunities.

Skills and experience required:

• Previous experience working within financial planning.
• Excellent organisational skills.
• Strong work ethic.

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 a well-established Financial Advice Firm on a IFA administrator role.