Job Description
Job Title: Senior IFA Administrator
Industry: Financial Services
Location: Worcester (Office-based initially, hybrid post-probation)
Salary: Up to £37,500 DOE
Reference Number: 10237
Recruit UK is working with a well-respected Independent Financial Adviser firm in Worcester, 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 advisers across all aspects of financial services administration, ensuring the smooth delivery of high-quality client service.
Responsibilities:
* Processing new business applications and liaising with providers to ensure timely and accurate completion
* Coordinating client meetings, preparing valuations and meeting packs, and managing advisers’ diaries effectively
* Managing client correspondence and maintaining accurate records, ensuring all documentation complies with FCA regulations and internal compliance standards
* Supporting the training and quality checking of work completed by junior team members, as required
What’s in it for you:
* Competitive salary up to £37,500 (depending on experience)
* 25 days’ annual leave, increasing with length of service
* Auto-enrolment pension
* Share Incentive Plan
* Private Medical Insurance
* Death in Service (DIS) cover
* Income Protection
* Enhanced maternity leave
* Paid paternity leave
* Electric car scheme
* Cycle to work scheme
* Hybrid working arrangement following probation
Skills and experience required:
* A minimum of 2 years’ experience (or equivalent) in a Senior Administrative role within Financial Services
* Proficiency in Microsoft Office and Outlook, with strong working knowledge of Word and Excel
* A strong understanding of FCA regulations and compliance requirements
* Experience using Xplan or Voyant 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.