Job Description
Job Title: IFA Administrator
Industry: Financial Services
Location: Bromsgrove (Office-based)
Salary: £26,000 - £30,000 DOE
Reference Number: 10179
Recruit UK is working on an exciting opportunity with a highly respected Independent Financial Adviser firm in Birmingham, offering an excellent opportunity for an experienced IFA Administrator to join their growing team.
As an IFA Administrator, you will play a key role in supporting the Financial Advisers and CEO across all aspects of financial services administration, with a strong focus on new business processing.
Responsibilities:
* Arranging client meetings, preparing valuations and meeting packs, and managing advisers’ diaries
* Handling client correspondence and maintaining accurate records
* Ensuring all documentation meets FCA regulatory standards and internal compliance requirements
What’s in it for you:
* 28 days’ holiday
* Statutory sick pay
* Quarterly performance bonus scheme
* Auto-enrolment pension
* Study support
* Flexitime
* Private medical insurance
* Long-term career progression
* Employer pension contributions
Skills and experience required:
* A minimum of 2 years’ experience as an Administrator within an Independent Financial Adviser firm
* Experience using Intelligent Office or Dynamic Planner is highly advantageous
Get in touch or apply online to find out more about this opportunity!
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.
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.