IFA Administrator

Office Based

Salary Up to £29k

This role is for you if you are an IFA Administrator with at least 2 years of experience looking for a new challenge! With this role you will benefit from joining a large team where you will receive support, great benefits, and due to growth plans, there will be opportunities to progress further within the business.

Business

This is a large Financial Advisory business that provides advice on a whole of market basis. They have offices across the UK. This role is based in the Kidderminster Office.

Role

As an IFA Admin, you will be working closely with office managers and financial planners to provide efficient, high-quality, and compliant service. During a typical day, you’ll be involved in processing new business, communicating with clients and providers, ensuring all documentation is compliant, assisting with research and basic reports, and updating relevant back-office information.

Benefits

• £25,000-£29,000 dependant on experience.
• 31 Days annual leave (Including bank holidays)
• Income protection from day 1.
• Life Insurance.
• Employee assistance program.
• Financial and personal well-being support.
• Virtual GP appointments.
• Company sick pay.

If you think this is of interest to you, then the next step is to apply. Don’t worry, the application is simple, just attach your CV along with your basic contact details. We will then get in touch to gain any additional information we require. Then you can sit back whilst we present you to the business with the aim of opening the lines of communication and setting up a call between you both.

Synonyms

Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator