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IFA Administrator

Heat Recruitment
Job LocationLichfield
EducationNot Mentioned
Salary£25,000 - £31,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time or part-time

Job Description

Job Title: IFA AdministratorLocation: Lichfield (WS14), UKSalary: £25,000-£31,000 Benefits:

  • Full exam support, including payment for the first exam attempt and a pay rise of £1,000 per exam passed.
  • Study time provided within the working week to support your professional development.
  • Flexible working arrangements, including the opportunity for office-based and homeworking after the initial training period.
  • Free parking, company pension, and increasing holiday allowance with length of service
  • A supportive and friendly working environment with opportunities for long-term career progression into Paraplanning and/or Financial Advice
Are you a motivated individual looking to kick-start your career in the financial services industry Are you eager to learn and develop within a supportive and dynamic team environment If so, we have an exciting opportunity for you to join our team as anIFA Administrator with the potential to progress into a Paraplanner.About Us:We are a family-run business with a long-standing reputation for excellence in the financial advisory sector. With 38 dedicated staff members and plans to expand our team with the addition of new advisers this year, we offer a welcoming and nurturing environmentwhere individuals can thrive and grow.Responsibilities:
  • Provide comprehensive administrative support to our Independent Financial Advisers (IFAs), assisting with client correspondence, scheduling appointments, and managing client databases.
  • Assist in the preparation of client reports and documentation under the guidance of our experienced Paraplanners.
  • Collaborate closely with our team to ensure the smooth execution of financial plans and the delivery of exceptional service to our clients.
  • Undertake study towards financial qualifications to progress into a Junior Paraplanner role, with full exam support and opportunities for career advancement.
What nextIf you are an experienced Administrator looking for a fulfilling career opportunity in the financial services industry, we invite you to apply.If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriaterecommend other relevant opportunities to you that match your requirements.Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.Synonyms: Client Services Administrator, Sales Support, Financial Planning Administrator, IFA, Financial Planning, Wealth Management, Financial Advisory, Financial Advice, Client Support, Adviser Support, IFA Admin, Client Delivery,Required skills
  • 1Administrative Support
  • 1Financial Planning
  • 1Paraplanning
  • 1Wealth Management
  • 1Independent Financial Advice

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