Job Description
Job Title: IFA Administrator
Industry: Financial Services
Location: Leicester
Salary: up to£28,000
Reference Number: 10000
Job Description:
Recruit UK are working on an excellent opportunity for an IFA Administrator in Leicester to join a leading Financial Advice Company. This is an excellent opportunity to work in collaboration with a Financial Adviser and other colleagues, you will assist the Financial Adviser in Preparation for meetings, Report writing, various Financial Planning Administration in line with company policy including preparing and maintaining client records.
This is an exciting opportunity for a responsible, self-motivated, well organised experienced Financial Planning Administrator with good IT skills to develop their career in a fast-growing financial advice firm. Support for future qualifications will be provided to enable the successful applicant to further their knowledge and ability in the role to Diploma level.
What's in it for you:
- Competitive Salary up to £32,000 + excellent benefits
- 25 days annual leave
- Birthday off as additional leave
- Auto enrolment pension after age 22
- Death in Service
- Training and support towards industry recognised certifications
- Cycle to work scheme.
Skills and experience required:
- Ability to build strong working relationships with both IFAs, and the rest of the team.
- Financial Planning Administration experience
- Understanding of the Financial Planning process
- Good IT skills
- Ideally some report writing experience
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 are pleased to be working with a leading Financial Advice Company based in Leicester 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 jobs 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.
