Naukrijobs UK
Register
London Jobs
Manchester Jobs
Liverpool Jobs
Nottingham Jobs
Birmingham Jobs
Cambridge Jobs
Glasgow Jobs
Bristol Jobs
Wales Jobs
Oil & Gas Jobs
Banking Jobs
Construction Jobs
Top Management Jobs
IT - Software Jobs
Medical Healthcare Jobs
Purchase / Logistics Jobs
Sales
Ajax Jobs
Designing Jobs
ASP .NET Jobs
Java Jobs
MySQL Jobs
Sap hr Jobs
Software Testing Jobs
Html Jobs
IT Jobs
Logistics Jobs
Customer Service Jobs
Airport Jobs
Banking Jobs
Driver Jobs
Part Time Jobs
Civil Engineering Jobs
Accountant Jobs
Safety Officer Jobs
Nursing Jobs
Civil Engineering Jobs
Hospitality Jobs
Part Time Jobs
Security Jobs
Finance Jobs
Marketing Jobs
Shipping Jobs
Real Estate Jobs
Telecom Jobs

IFA Administrator

Heat Recruitment
Job LocationSt. Ives, Cambridgeshire
EducationNot Mentioned
Salary£20,000 - £30,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time or part-time

Job Description

Job Title: Independent Financial Advisor (IFA) AdministratorKey Benefits:

  • Work-Life Balance: Flexibility for one day working from home once established and flexibility with school runs etc.
  • Exam Support: Support for professional exams, including coverage for the first sitting.
  • Employee Benefits: Private medical insurance and 32 days of annual leave, including bank holidays. Introduction of a buy/sell scheme for additional flexibility.
  • Onsite Parking: Available for all employees in our unique office location
  • Company Culture: We pride ourselves on our unique and supportive culture, promoting internal growth and career development.
Job Overview: We are currently seeking dynamic and motivated individuals to join our team as IFA Administrators. The successful candidates will play a crucial role in supporting our Independent Financial Advisors and contributing to theoverall success of our organisation. We are open to considering candidates with or without industry experience, with a strong emphasis on attitude and tech-savviness.Key Responsibilities:
  • Provide administrative support to Independent Financial Advisors in day-to-day operations.
  • Assist in the preparation and processing of client documentation and financial transactions.
  • Maintain accurate and up-to-date client records using our internal systems.
  • Liaise with clients, both in person and over the phone, providing excellent customer service.
Timeline:
  • Swift Recruitment: We are committed to a quick recruitment process and aim to onboard successful candidates as soon as possible.
Application Status:
  • Early Stage: The search for candidates has just begun, and you have the opportunity to be among the first to be considered for this exciting role.
Whats nextIf you are passionate about joining a company with a strong culture and a commitment to employee development, and if you possess the right attitude and technical skills, we encourage you to apply promptly. We look forward to welcoming new members to our growingteam!Apply today to be considered for this opportunity. 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 yourspecific skills and motivations, and where appropriate recommend 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: IFA Administrator, Client Services, Client Support, Financial Administrator, Business Support, Financial Planning Administrator, IFA Admin, client delivery, advisor support, adviser support, financial planning, wealth management

Keyskills :
Administrative Support Financial Planning Wealth Management Independent Financial Advice Sales Support

APPLY NOW

IFA Administrator Related Jobs

© 2019 Naukrijobs All Rights Reserved