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IFA Administrator

Recruit UK
Job LocationEdgbaston
EducationNot Mentioned
Salary20,000 - 25,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Job Title: IFA AdministratorIndustry: Financial PlanningLocation: EdgbastonSalary: £22,000 - £25,000 (Negotiable)Job Reference: 15642Recruit UK are recruiting for an IFA administrator looking to join a well-established and reputable Financial Planning company in Edgbaston.They really focus on the quality and the service they provide their clients. They pride themselves in the excellent support they can offer their clients and recognize that each individual client needs to be given bespoke advice, tailored to them and theirrequirements.They are now seeking an additional IFA Administrator to support the advisers based in their Warwick office. You will be supporting 4 advisers, and work alongside a number of other administrative staff to ensure the smooth running and processing of the business.This will involve new business processing from start to finish, updating the CRM system and ensuring all client files are compliant, client review packs, liaising with clients and dealing with client inquiries, and much more. The back office system they utilizeis Intelligent Office and if you have had experience utilizing Fidelity, Transact, Standard Life, or Aviva, this would be ideal.This is a really interesting and varied administration role and would suit someone who is seeking a new challenge in the industry and a more technical administrative role.Whats on offer

  • Salaries up to £25,000 (negotiable dependent on experience and skill-set)
  • Profit related bonus for all staff
  • 23 days holiday plus bank holidays
  • Pension contribution
  • Income protection
  • On-site parking
  • Death in service
  • Career professional development - support with study toward the Level 4 Diploma (if this is of interest to you)
  • Mentoring offered from Chartered Advisers
Skills and experience required:
  • You must have experience as an IFA administrator in an IFA/Wealth Management company (a minimum of 2 years is preferred)
  • Ideally exposure to utilizing Intelligent Office
  • Excellent communication skills, both written and verbal
  • Experience processing investments and pensions in an IFA setting
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 is pleased to be working with an Independent Financial Advice firm based in Edgbaston on an IFA Administration 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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