IFA Administrator – Exeter

recruitukltd Salary: £23k- £25k depending on experience

Recruit UK have been retained by a highly reputable Chartered IFA Practice in the Exeter area who are looking to welcome an experienced Financial Planning Administrator to the team to support the organic growth of the practice.

This position would suit an experienced administrator ideally with IFA exposure, who enjoys supporting Advisers and Para-planners alongside managing existing and new client accounts.

You will benefit from working in a small but highly experienced team, within a supportive environment that encourages personal development and wellbeing in the workplace. You will be supported with full exam support to improve your technical ability as well as future progression opportunities as the business grows.

Requirements:

  • Previous experience within a similar position, ideally within an IFA/wealth management environment
  • Experience of supporting advisers, paraplanners and servicing/management of existing and new client accounts
  • Experience with Intelliflo (Advantageous)

For more information on this role, please contact Andrew Daly at Recruit UK on 01179-170412. Quote ref 12424

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