Job Details

Job Title: IFA Administrator

Industry: Financial services

Location: Bath

Salary: up £25,000

Job Description:

Recruit UK are working on an excellent opportunity for an IFA Administrator in Bath to join a medium financial planning firm.

We are working with a medium sized financial planning firm in Bath who are looking to expand their support team. They offer a challenging and enjoyable environment within a relaxed atmosphere.

Duties will include:

  • Deal with telephone/email enquiries from clients and providers.
  • Arrange meetings/book appointments, manage a busy diary
  • Submit a new business, to include online mortgage applications, protection, investment and pension cases.
  • Liaise with product providers/mortgage lenders
  • Attend meetings as and when required.
  • Maintain a computerised customer database.
  • Type up various documents and electronic information.
  • Manage, organise and update relevant data using database applications.

 

What’s in it for you:

  • A competitive salary depending on skills and experience
  • 21 days holiday
  • Group Life Assurance
  • Pension Contribution
  • Group Income Protection

 

Skills and experience required:

We are looking to speak with candidates who have previous financial services administration experience preferably within an IFA practice or mortgage and protection experience. Have excellent IT Skills and knowledge of Microsoft office applications whilst being computer literate.

 

Recruiters contact info:

Name: Louise Bibb

Email: Louise.bibb@recruitukltd.co.uk

Tel: 01179170416

Whatsapp/mobile: 07399163962

Job Reference:  13172

 

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, here at Recruit UK, we are currently representing an IFA Administrator role in Bath to join a medium sized financial planning firm.

Our commitment to you

  • 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.

 

Job Title: IFA Administrator

Industry: Financial services

Location: Bath

Salary: up £25,000

Job Description:

Recruit UK are working on an excellent opportunity for an IFA Administrator in Bath to join a medium financial planning firm.

We are working with a medium sized financial planning firm in Bath who are looking to expand their support team. They offer a challenging and enjoyable environment within a relaxed atmosphere.

Duties will include:

  • Deal with telephone/email enquiries from clients and providers.
  • Arrange meetings/book appointments, manage a busy diary
  • Submit a new business, to include online mortgage applications, protection, investment and pension cases.
  • Liaise with product providers/mortgage lenders
  • Attend meetings as and when required.
  • Maintain a computerised customer database.
  • Type up various documents and electronic information.
  • Manage, organise and update relevant data using database applications.

 

What’s in it for you:

  • A competitive salary depending on skills and experience
  • 21 days holiday
  • Group Life Assurance
  • Pension Contribution
  • Group Income Protection

 

Skills and experience required:

We are looking to speak with candidates who have previous financial services administration experience preferably within an IFA practice or mortgage and protection experience. Have excellent IT Skills and knowledge of Microsoft office applications whilst being computer literate.

 

Recruiters contact info:

Name: Louise Bibb

Email: Louise.bibb@recruitukltd.co.uk

Tel: 01179170416

Whatsapp/mobile: 07399163962

Job Reference:  13172

 

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, here at Recruit UK, we are currently representing an IFA Administrator role in Bath to join a medium sized financial planning firm.

Our commitment to you

  • 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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