IFA Administrator
Salary
Location
Job Type
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Job Title: IFA Administrator
Industry: Financial Services
Location: Wakefield
Salary: Up to £23,000
Job Ref: 16166
Job Description:
Recruit UK are working on an excellent opportunity for an IFA Administrator to join an advisor support team advisor for a well-established Wealth Management firm in their Wakefield offices.
Company:
You will be joining an award winning FTSE 100 business that offers holistic wealth management advice to clients based across the UK.
Role:
You will provide quality financial planning administration advisors and clients fund switches, withdrawals, writing review letters, listening to digital dictations, and making calculations. This is well rounded role where you will be handling technical support, Adviser contact/support, processing new business and much more!
What’s in it for you:
- Salary Up to £23,000
- Flex working – office/home based
- Annual Discretionary Bonus Scheme
- 25 days holidays + bank holidays
- Death in Service 4 x
- Workplace Pension
- Minimum 1-2 years industry experience.
- Knowledge of IO essential.
- No qualifications but ideally prepared to work towards at least LP2 qualification.
- Strong IT skills, extremely well organised with a keen eye for detail.
- Proficient on multiple platforms
- Be able to work under pressure to very tight deadlines.
- Able to build and maintain relationships with clients
- Start every journey with a conversation to find out about you in depth.
- Provide honest feedback on where you fit in the jobs 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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