IFA Administrator
other jobs Recruit Wealth
Added before 2 Days
- England,West Midlands,Worcestershire
- Full Time, Permanent
- £30,000 - £33,000 per annum
Job Description:
Recruit Wealth are representing one of the UK’s fastest growing and largest national Financial Planning businesses who are currently recruiting for several experienced Administrator to join one of their regional offices, one of 50+ nationwide.
The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice.
Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators.
Overview of the role is detailed below:
*Client correspondence, written and verbal.
*Processing new business.
*Preparation of client review packs.
*Arranging client meetings and managing the Adviser’s diary.
*Illustration requests.
*Ensure that all financial planning client administration is carried out in accordance with internal procedures.
*Maintain client records on the company software and ensure the client files are well presented, accurate and compliant.
*Taking phone calls, enquiries and requests, and handling them where appropriate.
*General back-office support using IO software
Benefits of joining the business:
25 days holiday plus bank holidays, Day off for your Birthday, Annual salary review, Staff awards, Study support for professional industry exams, Adviser Academy - In-House Training, Progression to Trainee Paraplanner, Paraplanner and Adviser if desired, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare cover, Flex/Hybrid Working.
The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support.
This role will undoubtedly suit an individual who has some existing Financial Planning background, but looking to take the next step up in their career.
Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK.
Please apply to us here at Recruit Wealth for an immediate response.
The business is a modern, highly ethical and rewarding employer. They deal with individuals, relating to their pensions & investments and working towards ensuring financial security with expert financial advice.
Please note: Progression is available to Trainee Paraplanner, Paraplanner and to Adviser if you so wish. However, this is not a prerequisite to be considered and the business is very happy to have long term administrators.
Overview of the role is detailed below:
*Client correspondence, written and verbal.
*Processing new business.
*Preparation of client review packs.
*Arranging client meetings and managing the Adviser’s diary.
*Illustration requests.
*Ensure that all financial planning client administration is carried out in accordance with internal procedures.
*Maintain client records on the company software and ensure the client files are well presented, accurate and compliant.
*Taking phone calls, enquiries and requests, and handling them where appropriate.
*General back-office support using IO software
Benefits of joining the business:
25 days holiday plus bank holidays, Day off for your Birthday, Annual salary review, Staff awards, Study support for professional industry exams, Adviser Academy - In-House Training, Progression to Trainee Paraplanner, Paraplanner and Adviser if desired, Holiday Purchase Scheme, Life Assurance, Pension, Corporate Eyecare cover, Flex/Hybrid Working.
The business offers genuine career opportunities for all their staff with excellent management who are always approachable and on call for further support.
This role will undoubtedly suit an individual who has some existing Financial Planning background, but looking to take the next step up in their career.
Recruit Wealth have supported this business for many years, we hold them in high regard with their staff retention and reputation across the UK.
Please apply to us here at Recruit Wealth for an immediate response.
Job number 3456380
Increase your exposure to recruiters with ProJobs
Thousands of recruiters are looking for you in the Job Master profile database, increase your exposure 4 times with a ProJob subscription
You can cancel your subscription at any time.
metapel
Company Details:
Recruit Wealth
Company size: 1–4 employees
Industry: Recruitment Consultancy
Recruit Wealth delivers an unrivalled consultative recruitment service to the Financial Planning and Wealth Management industry.For over a decade we h...