IFA Administrator

Job Title: IFA Administrator

Industry: Financial Planning

Location: Finchley, London

Salary: £30,000 - £40,000

Job Reference: 9002

Job Description:

Recruit UK are working on an exciting opportunity for an IFA Administrator to join a successful financial planning firm in North London.

This company has well over 20 years offering tailored wealth management planning to their clients across the South East and are partnered with a larger Investment firm to offer the best solutions. As the business continues to expand and grow, they are looking to bring on an IFA Administrator to join their back office team, where you will collaborate closely to support the Advisers.

Duties will include but not limited to:

• Manage client correspondence, including emails and telephone enquiries
• Process new business, including client packs and on-boarding
• Database management
• Producing client valuations and liaising with providers
• General administration duties

Benefits:

• Competitive salary of up to £40,000 (negotiable for right candidate)
• 1 day working from home a week
• Flexi working hours available (e.g. school pickup)
• 20 days annual leave
• Additional annual leave given each year (more details available)
• 3% pension contribution
• Career development and progression is desired

Skills and experience required:

• Experience working in an IFA/Wealth Management firm
• Strong Administration experience
• Good communication skills, both written and verbal

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 is pleased to be working with a Financial Planning firm, looking for an IFA Administrator.