IFA Administrator
other jobs Recruit UK
Added before 5 hours
- England,East Midlands,Northamptonshire,Kettering
- Full Time, Permanent
- £28,000 - £36,000 per annum
Job Description:
Job Title: IFA Administrator
Industry: Financial Services
Location: Kettering (Office-based)
Salary: up to £36,000 DOE
Job reference: 10306
Job Description:
Recruit UK is working on an exciting opportunity for an experienced IFA Administrator to join a successful and growing wealth management firm at their Kettering office.
As an IFA Administrator, you will support advisers across all aspects of financial services administration. This will include processing Letters of Authority (LOAs), preparing client documentation, and liaising with providers and clients.
Responsibilities
*Processing new business applications and liaising with providers to ensure timely completion
*Prepare client appointment packs and manage adviser diaries
*Ensure all documentation meets FCA regulatory standards
*Gather data for cash flow modelling and portfolio analysis
Benefits:
*Salary up to £36,000 (dependent on skills, qualifications, and experience)
*Private medical insurance
*25 days’ annual leave + 3 days Christmas closure
*Generous pension contribution
*Life assurance
*Health cash plan
*Performance bonus
*Employee Assistance Programme
*Excellent career progression opportunities
Skills and experience required:
*Minimum of 1 years’ experience (or equivalent) as an Administrator within an Independent Financial Adviser
*Experience with Intelligent Office and FE Analytics is highly advantageous
*Strong organisational skills with the ability to plan and prioritise effectively
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 Wealth Management Firm in Birmingham on a Desk Based Adviser 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.
Industry: Financial Services
Location: Kettering (Office-based)
Salary: up to £36,000 DOE
Job reference: 10306
Job Description:
Recruit UK is working on an exciting opportunity for an experienced IFA Administrator to join a successful and growing wealth management firm at their Kettering office.
As an IFA Administrator, you will support advisers across all aspects of financial services administration. This will include processing Letters of Authority (LOAs), preparing client documentation, and liaising with providers and clients.
Responsibilities
*Processing new business applications and liaising with providers to ensure timely completion
*Prepare client appointment packs and manage adviser diaries
*Ensure all documentation meets FCA regulatory standards
*Gather data for cash flow modelling and portfolio analysis
Benefits:
*Salary up to £36,000 (dependent on skills, qualifications, and experience)
*Private medical insurance
*25 days’ annual leave + 3 days Christmas closure
*Generous pension contribution
*Life assurance
*Health cash plan
*Performance bonus
*Employee Assistance Programme
*Excellent career progression opportunities
Skills and experience required:
*Minimum of 1 years’ experience (or equivalent) as an Administrator within an Independent Financial Adviser
*Experience with Intelligent Office and FE Analytics is highly advantageous
*Strong organisational skills with the ability to plan and prioritise effectively
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 Wealth Management Firm in Birmingham on a Desk Based Adviser 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.
Job number 3647838
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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% ...