Job Description
Job Title: IFA Administrator
Industry: Financial Services
Location: Kingsbridge
Salary: Up to £30,000
Reference Number: 9827
Job Description: IFA Administrator
Recruit UK are working on an excellent opportunity for an IFA Administrator in Kingsbridge to join a leading Financial Advice Company. This is an excellent opportunity to work in collaboration with Financial Advisers and be part of an Administration team, you will assist the Financial Advisers with report preparation, valuations, quotations, systems updating, providing all aspects of administrative support to provide smooth running of the services provided to clients and advisers. Dealing with clients both on the telephone and face to face.
This is an exciting opportunity for a responsible, self-motivated, well organised Administrator with good IT skills to develop their career in a fast-growing financial advice firm. Support for future qualifications will be provided to enable the successful applicant to further their knowledge and ability in the role to Level 4 Diploma level.
What’s in it for you: IFA Administrator
· Competitive Salary up £30,000 +
· Flexible Benefits
· 25 days annual leave
· Birthday off as additional leave
· Auto enrolment pension
· Death in Service
· Training and support towards industry recognised certifications
Skills and experience required: IFA Administrator
· Ideally, Financial Planning Administration experience
· Ideally, Understanding of the Financial Planning process
· Financial Services Administration experience
· Good IT skills
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 leading Financial Advice Company with offices in Kingsbridge on an IFA Administrator 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.