IFA Administrator
other jobs Haydn Fine Recruitment Job
Added before 3 hours
- England,East of England,Hertfordshire
- Full Time, Permanent
- £33,000 - £37,000 per annum
Job Description:
Full job descriptionSenior IFA Administrator – HertfordAn ambitious and forward-thinking financial planning firm in Hertford is looking to recruit an experienced Senior IFA Administrator to join its expanding team.
This opportunity would suit someone with a solid background within IFA administration who is now looking for more than just another support role. The business offers a genuine long-term pathway into Paraplanning and ultimately Financial Advice for individuals who are keen to progress their careers within wealth management.
The firm has an excellent reputation within the industry and prides itself on developing staff internally, with several members of the team having progressed into more senior technical and advisory positions over the years.
The RoleYou will work closely with Financial Advisers and Paraplanners, helping to manage client relationships and oversee the administration of pensions, investments and protection business.
Your responsibilities will include:
*Processing and managing new business submissions
*Preparing review packs and client documentation
*Liaising with providers, advisers and clients
*Tracking cases through to completion
*Supporting the wider team with ongoing servicing work
This is a role where you will be encouraged to take on more responsibility over time, with clear progression routes available for the right individual.
Salary & Benefits*Base salary between £33,000 – £37,000
*11% employer pension contribution
*24 days holiday + bank holidays
*Private healthcare
*Hybrid working
*Free parking
*Full support towards Level 4 Diploma qualifications
*Structured career pathway towards becoming a Financial Adviser
Candidate Requirements*Minimum 2 years’ experience within IFA Administration
*Experience working within a financial planning environment
*Strong organisational skills and attention to detail
*Professional communication skills
*Ambition to continue developing within the industry
This is an excellent opportunity for someone who wants to join a supportive and highly stable firm where progression is actively encouraged rather than just promised.
If you are interested in finding out more, please apply today.
This opportunity would suit someone with a solid background within IFA administration who is now looking for more than just another support role. The business offers a genuine long-term pathway into Paraplanning and ultimately Financial Advice for individuals who are keen to progress their careers within wealth management.
The firm has an excellent reputation within the industry and prides itself on developing staff internally, with several members of the team having progressed into more senior technical and advisory positions over the years.
The RoleYou will work closely with Financial Advisers and Paraplanners, helping to manage client relationships and oversee the administration of pensions, investments and protection business.
Your responsibilities will include:
*Processing and managing new business submissions
*Preparing review packs and client documentation
*Liaising with providers, advisers and clients
*Tracking cases through to completion
*Supporting the wider team with ongoing servicing work
This is a role where you will be encouraged to take on more responsibility over time, with clear progression routes available for the right individual.
Salary & Benefits*Base salary between £33,000 – £37,000
*11% employer pension contribution
*24 days holiday + bank holidays
*Private healthcare
*Hybrid working
*Free parking
*Full support towards Level 4 Diploma qualifications
*Structured career pathway towards becoming a Financial Adviser
Candidate Requirements*Minimum 2 years’ experience within IFA Administration
*Experience working within a financial planning environment
*Strong organisational skills and attention to detail
*Professional communication skills
*Ambition to continue developing within the industry
This is an excellent opportunity for someone who wants to join a supportive and highly stable firm where progression is actively encouraged rather than just promised.
If you are interested in finding out more, please apply today.
Job number 3805169
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