This is an exciting opportunity to join their growing team, as they are currently recruiting multiple Executive IFA Administrators on a full-time, permanent basis.
They are committed to delivering exceptional service to their clients while cultivating an environment where employees feel valued, supported, and driven to grow. Innovation, development, and excellence are at the heart of everything they do.
This candidate will provide exceptional administrative and technical support to both Financial Advisors and clients. If you are a focused individual who thrives in a fast-paced environment and has a drive for quality and professionalism then this could be the role for you.
Contributory pension scheme
~ Medical cash plan scheme
~ Discounts on products and services
~ Annual bonus
~ Additional holiday days for long service
~25 days annual leave plus 8 bank holidays
~ Buy and sell an extra 5 days of holiday
~ Gifted birthday holiday day
~ Employee referral bonus scheme
~ Discounted gym access
~ Discounted financial advice
~ Referral schemes
Liaising with providers and investment platforms to ensure that client requests are followed up and escalated when necessary
Ensuring all client data is accurate and kept up to date
Taking ownership of own development, raising training requirements with line manager
Ensuring that all internal policies are adhered to, and actions are in line with FCA guidelines
Experience is required within a Financial Services IFA support role
Knowledge of a variety of financial products, including pensions, investments, and protection
Experienced using all Microsoft applications
GCSEs in English and Maths
A copy of your passport, birth certificate and NI number will be required, as part of your interview process.