Job Title: IFA Administrator

Industry: Wealth Management

Location: Leamington Spa

Salary: Up to £35,000 (negotiable)

Job reference: 9380

Job Description:

Recruit UK are recruiting for an IFA Administrator to join a boutique and successful financial planning practice in Leamington Spa.This is an excellent opportunity for an IFA Administrator, or similar, to join a successful and close-knit team, and prestigious planning practice. As well as a chance to be a part of a great work culture.

Duties will include but not be limited to:

• Liaising with clients
• Preparing and arranging annual review meetings
• Processing new business from cradle to grave
• Preparing fact finds
• Running client reports
• General administration tasks

Benefits:

• Salaries up to £35,000 (negotiable dependent on experience)
• Flexible working
• 20 days holiday plus bank holiday - holiday increases 1 day per year served, up to 28 days
• Free parking
• Exam and study support
• Excellent career progression opportunities (opportunity to progress into management for suitable candidates)
• DIS
• Pension contribution

Skills and experience required:

• Financial Administration experience previously in a Wealth Management company
• Good written and verbal communication
• Ability to work as part of a team and as an individual

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 well-established wealth management firm based in Leamington Spa on a IFA Administration 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.

Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.