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IFA Administrator

Recruit UK
Job LocationBromsgrove
EducationNot Mentioned
Salary£25,000 - £32,000 per annum, negotiable
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Job Title: IFA AdministratorIndustry: Wealth ManagementLocation: BromsgroveSalary: £25,000 - 32,000 (Negotiable on experience)Job reference: 8846Recruit UK are proud to be working with an Independent Financial Planning firm in Bromsgrove on an IFA Administrator role. The client always takes a holistic approach to financial advice and always strives to provide their clients with the best possibleexperience and service. They really do have their client’s best interests at the forefront of what they do.Due to continuous growth and success, they are now in a position to bring on an IFA Administrator to join the team.Duties will include:

  • Processing new business
  • Fund switches
  • Diary management
  • Client liaison
  • Working alongside shareholders and Financial Advisers
  • Report writing
  • Client meeting packs
  • Valuations
  • General administration duties including inbox management and telephone duties
What’s in it for you:
  • Salary between £25,000 - £32,000 (negotiable dependent on experience)
  • 25 days of holiday plus bank holidays, with a Christmas shutdown
  • Offices based in South Birmingham
  • Death in service
  • Ongoing career professional development and support with exams
  • Pension contribution
  • Option to work part-time if desired
Skills and experience required:
  • At least 3 years experience working within a wealth management firm
  • Strong knowledge of Financial Planning regulations
  • Previous experience managing a team
  • Marketing experience desirable
  • Ability to multitask
  • Attention to detail
  • Previous experience working with products and platforms
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, RecruitUK are pleased to be working with an Independent Financial Planning firm in Bromsgrove on an 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 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 Type: Full-time

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