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IFA Administrator

Premier Jobs UK Limited
Job LocationAberdeen
EducationNot Mentioned
Salary£28,000 per annum, inc benefits
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time Work from home

Job Description

This hybrid based IFA Administrator job in Scotland is an opportunity to join a rapidly growing financial planning firm.You will be responsible for ensuring all administration for life, pensions and investments are submitted in a timely manner, to agreed standards. The business is building an infrastructure to have a 2:1 ratio of back office team to Financial Advisors. Yourresponsibilities will include:

  • Client servicing through creating new client packs, preparing LOAs and ensuring documents are uploaded
  • Performing anti money laundering checks and other compliance documentation
  • Submitting new business and tracking cases through their client database
The business is focused on achieving a high retention of clients and team members, therefore has an inclusive team culture.IFA Administrator Requirements
  • You will have 1+ years’ experience as an IFA Administrator or equivalent
  • You should have good knowledge of the financial planning process
  • You must be enthusiastic for your profession; be forward thinking; do the right thing and actively care for your clients and colleagues
The CompanyThis growing IFA firm is led by highly respected names within the financial services industry, focused on creating an inclusive culture with goal based financial planning for clients. The business is keen to build a great place to work, with a friendly teamthat is passionate about treating everyone fairly and an ethos of promoting wellbeing, whilst also rewarding generously.IFA Administrator Benefits
  • Salary of up to £28,000
  • Plus company benefits including pension, life assurance, group income protection, health cash plans and salary exchanges
  • Excellent ongoing employee well being programmes
  • Hybrid working with option to work from either their Perth or Aberdeen office
  • For the right individual, they may consider you working from home in Scotland, with attendance in their office once or twice a month (must be an experienced, proven IFA Administrator for this option)
LocationsScotlandLiability and DisclaimerWhilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liabilityis accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

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