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IFA Administrator

Job LocationSheffield
EducationNot Mentioned
Salary£25,000 - £28,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Job Title: IFA AdministratorIndustry:Financial ServicesLocation: SheffieldSalary:Up to £28,000Job Reference: 8972Reference Number:Are you a skilled IFA administrator seeking a fresh opportunityRecruit UK is working with a firm that surpasses traditional IFA services. As Discretionary Investment Managers and Financial Advisors, they excel in effective investment management and financial planning tailored to their clients goals and aspirations.Their ethos revolves around accessibility and transparency. Clients find them approachable, fostering an environment where questions are encouraged and answered with clarity.As an IFA administrator, you will maintain relationships with clients and colleagues, process new business, prepare illustrations, and coordinate and produce client valuations, amongst other tasks.This is an excellent opportunity for a motivated individual who is looking to join a dynamic team that is committed to delivering exceptional service to their clients.Benefits:

  • Salary up to £28,000.
  • 22 days holiday + bank holidays.
  • Exam support.
  • Friendly, collaborative culture.
  • Life cover.
  • Future development opportunities.
Skills and experience required:
  • Previous experience working within financial planning.
  • Excellent organisational skills.
  • Strong work ethic.
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 a well-established Financial Advice Firm on a IFA administrator role.

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