Junior IFA Administrator – 12745 – Exeter

12745

£14,000 - £16,000 + Company Benefits & Exam Support

The client;
Recruit UK are supporting a well-established and independently owned Chartered IFA practice with multiple offices across Devon, that provide a comprehensive financial planning & wealth management offering to a diverse range of clients across the UK.

Since their founding over 20 years ago this company have enjoyed year on year success, and as a result of their consistent dedication to clients and continuous professional standards have been consistently recognised by Citywire’s New Model Adviser of the Year alongside a recent recognition as a top 100 firm.

This practice has founded an excellent reputation in the industry, and through a mix of innovation and business acquisitions have recently moved to a brand new high spec office to accommodate business growth and reginal development.

The opportunity;
Due to ongoing business success and an increase in the demand of their services this practice has an opportunity for a Junior IFA Administrator to join the back office support team.

In this position you will report directly to the Practice Manager and will be responsible for supporting the running of this busy IFA practice; which consists of an number of Chartered Advisers and a highly experienced Client Liaison Team.

You will benefit from full training in financial administration and will have the opportunity to support a number of different team within the business to broaden your experience within an IFA environment. This will be as part of a supportive and friendly team which regularly enjoys team activities throughout the year as part of a company benefit scheme.

On top of this you will be offered structured progression into an IFA Administrator role, full exam support and numerous company benefits that a number of comparable firms in the area cannot compete with!

Requirements’;

  • A strong interest in financial services, with a  keen interest to build a career within financial planning
  • Computer literate, and a good level of competency with Word & Excel
  • Committed to training and working towards industry qualifications

Comfortable communicating with clients face to face and on the phone

To apply for this job email your details to andrew.daly@recruitukltd.co.uk