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IFA Administrator

Posted 3 days 3 hours ago by Recruit UK

£20,000 - £28,000 Annual
Permanent
Not Specified
Other
Shropshire, Shrewsbury, United Kingdom, SY1 1
Job Description

Job Title: IFA Administrator

Industry: Financial Planning

Location: Shrewsbury

Salary: £20,000 - £28,000

Job Reference: 9099

Job Description:

Recruit UK is working on an excellent opportunity for a IFA Administrator near Shrewsbury to join an Independent Financial Advice practice.

This company ensure their clients make sense of their options and ensure they have security as well as freedom. They are an ethical financial planning company and have their clients at the forefront of what they do.

They are currently looking to bring on an IFA Administrator to join their existing team in their office in Shrewsbury due to continued success and growth. This is an excellent opportunity and new challenge for an experienced IFA Administrator, to join a well-established financial planning practice.

Duties as an IFA Administrator will involve, but not be limited to:

  • Preparing client packs for annual planning meetings, new client meetings etc.
  • Processing new business
  • Answering calls and dealing with third-party queries
  • Preparing valuations and contacting providers for updated
  • Updating the CRM
  • File preparation and filing
  • And much more

What's in it for you?

  • Salary negotiable dependent on skills and experience up to £28,000

20 days holiday plus bank holidays (with additional leave for Christmas and your birthday off)

  • Holiday also increases after time served
  • Pension contribution
  • Private medical and DIS
  • Bonus scheme
  • Study and exam support
  • Volunteering options

Skills and experience required:

  • Previous experience as an IFA Administrator, ideally in a Wealth Management practice
  • Strong communication skills, both written and verbal
  • Excellent telephone manner

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 near Shrewsbury on an 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 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.
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