IFA Administrator
other jobs Recruit UK
Added before 8 Days
- England,West Midlands,Birmingham
- Full Time, Permanent
- £25,000 - £30,000 per annum
Job Description:
Job Title: IFA Administrator
Industry: Financial Services
Location: Birmingham (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.
Industry: Financial Services
Location: Birmingham (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.
Job number 3437658
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metapel
Company Details:
Recruit UK
Company size: 10–19 employees
Industry: Recruitment Consultancy
Recruit UK specialise in providing high calibre candidates to high-quality firms in the Financial Services industry. We are interested in the top 30% ...