IFA Administrator – Southampton
Salary
30k
Location
Southampton
Job Type
Full Time
This position has now been filled. If you are looking for a job, let us help you find a similar job.
Our client is a financial planner with head offices in Hampshire. Their advisers offer Retirement planning, Wealth management, IHT planning, Protection, Investment planning, business protection and Auto-enrolment advice to both private and corporate clients across the South of England. Over 80% of their business is pension orientated which requires extensive research and careful planning.
The team requires an Senior Administrator to oversee the workflow and processes of all what happens behind the scenes of this busy advisory practice. Ensuring that all client advice is properly administered and documented quickly and efficiently, it will be your responsibility to manage and support the paraplanning and administration team, tackling technical and difficult cases, identifying problematic areas of concern, solving problems and ultimately ensuring that the client is looked after.
To be successful in the role you must have a very good understanding of the financial services industry and have worked in a similar role previously. You must have a strong understanding of compliance and be aware of the rules and regulations set out by the FCA. Ideally, you will have some relevant financial services qualifications or be willing to study towards.
This is a varied and exciting role that will see the successful candidate be able to really carve a career within this regarded firm. Salary is up to £30k, which could increase with progression. A generous benefits package is available.
If you would like to discuss this role in further detail, please contact Keely Parsons at Recruit UK.
This position is now filled. If you are looking for a position like this, then visit our career consultation page and book a talk with one of our experts to find the perfect job for you.