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Senior IFA Administrator

Job LocationBirmingham
EducationNot Mentioned
Salary24,000 - 28,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Job Title: Senior IFA AdministratorIndustry: Financial ServicesLocation: BirminghamSalary: up to £28,000Job Reference: 15670Recruit UK are looking for a Senior IFA Administrator to join a financial planning firm in Birmingham.This company acts with the highest ethical standards and pride themselves in the fantastic service they provide their clients. Their reputation has been built on their impartial approach and the quality advice they give their clients.They are one of the leading financial planning companies in the UK and have gone from success to success over the years. They are now ready to expand their adviser support team in Birmingham and bring on an additional Senior IFA Administrator.Duties as a Senior IFA administrator include but are not limited to:Supporting Financial Advisers and ParaplannersLiaising with product providers and undertaking product researchPreparing and issuing client reviewsProcessing all new business from cradle to graveUndertaking product researchWhats in it for you:Salary up to £28,000 dependent on qualifications and experience (higher salary may be negotiated for the right candidate)23 days holiday plus bank holidays (with the option to buy more)Generous pension contributionDeath in servicePlus an additional benefit schemeSkills and experience required:Working towards Level 4 Diploma (desirable)Experience with Xplan, FE Analytics or Transact would be idealPrevious administration experience in a financial planning firmExcellent communication skills - verbal and writtenAbility to prioritise your workloadAbout 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, RecruitUK are pleased to be working with an Independent Financial Advice firm based in Birmingham on a Senior IFA administrator 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 job market.Use our network across the financial world to match you to your perfect position. Or if we think you already have it, well 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.

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