Job Description
Job Title: IFA Administrator
Industry: Financial Planning
Location: Birmingham
Salary: Up to £30,000
Job Reference: 9994
Job Description:
Recruit UK is working on a brilliant opportunity for an IFA Administrator to join a prestigious Financial Planning firm.
This role as an IFA Administrator is a unique and varied role. The role will involve but not be limited to supporting the Client Relationship Manager and Financial Advisers, processing valuations and LOA's, sending trust forms to providers, liaising with accountants, an element of receptionist duties and much more.
This is a fantastic opportunity for someone to work with a growing Lifestyle Financial Planning firm and make a different to the lives of their clients, providing an excellent service and support. With ongoing career professional development.
What's in it for you:
- Salaries up to £30,000 (salary negotiable dependent on skill set and experience)
- Flexible working (WFH 2 days a week)
- 26 days holiday plus bank holidays (option to buy more)
- Opportunity to work in a holistic lifestyle financial planning firm
- Pension contribution
- Ongoing study support
- No dress code in the office (relaxed working environment)
- Career professional development
Skills and experience required:
- Ideally previous experience as an IFA Administrator in a Wealth Management company
- Strong literacy and numeracy skills
- Excellent attention to detail
- Highly organised and capable of working independently and within a team
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.
