Job Description
Job Title: IFA Administrator
Industry: Financial Planning
Location: Birmingham
Salary: Up to £30,000
Job Reference: 9926
Job Description:
Recruit UK is working on a brilliant opportunity for an IFA Administrator to join a national and successful Financial Planning firm.
This role as an IFA Administrator will involve preparing LOA's, client correspondence, meeting and greeting clients, preparing client application forms, arranging valuations and client meetings, valuations and more.
This is a fantastic opportunity for you to join a national, growing and successful wealth management company. That are invested in their staff and have a brilliant culture.
What's in it for you:
- Salaries up to £30,000 (salary negotiable dependent on skill set and experience)
- Flexible working (post probation)
- 25 days holiday plus bank holidays
- Generous pension contribution
- Enhanced additional benefits
- Fantastic work culture
- Career professional development
Skills and experience required:
- 1+ years' experience as an IFA Administrator in a Wealth Management company
- Excellent attention to detail
- Highly organised and capable of working independently and within a team
- Strong literacy and numeracy skills
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, Recruit UK is pleased to be working with an Independent Financial Advice firm based in Birmingham 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 job 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.
