Recruit UK

IFA Administrator – Reading

RecruitukLtd Salary: £25K to £30K

Our client is a privately owned, chartered and award-winning investment boutique and financial planners.  They pride themselves on providing innovative and client-centric advice and they look after entrepreneurs, company directors, lawyers, accountants, trustees and wealth families. They have been in business since 2008 and are growing; their small financial planning team based just outside of Reading requires an Administrator to assist them with client servicing.

The ideal candidate will already be an IFA administrator with at least 2 years’ experience.  Candidates that have gained some industry related qualifications would be at an advantage, but this isn’t a necessary requirement.  The successful administrator will need to have good written and verbal skills and a strong understanding of the financial advice process, a knowledge of investment and pension products and how different tax wrappers work, as well as work in a methodical and organized manner with excellent time keeping and attention to detail.

In return, our clients are offering a competitive salary as well as full study and exam support and opportunities for future progression.

If you would like more information regarding this role or if you’d like to apply, please contact Louise Sheppard at Recruit UK on 0117-9450-450 and quote reference 3011.

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