Job Details

 

 Job Title: Technical IFA Administrator

Industry: Financial services

Location: Cheltenham

Salary: £24,000 – £26,000

 

Job Description:
Recruit UK are working on an excellent opportunity for a Technical Administrator in Cheltenham to join a Financial Planning firm.

Initially, you will be providing support to advisers as well as providing an excellent service to the firm’s clients. Ideally, candidates will have previous financial planning administration experience.

You will be involved with all general administration duties as well as being responsible for handling some of the reports writing duties, correspondence to and from clients, communicating with clients on the anniversary of their policies, process new business, input data. You will also be in charge of meeting preparations and some ad hoc research advised by the adviser!


What’s in it for you:

  • Free Parking
  • Exam support
  • Competitive Salary

 

Skills and experience required:

  • IFA Administration experience
  • High-level attention to detail

 

Recruiters contact info:

Name:        Louise Bibb

Email:    Louise.bibb@recruitukltd.co.uk

Tel:   01170170416

WhatsApp/mobile:   07399163962

Job Reference:     13246

          

 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, Recruit UK are pleased to be working with a Financial Planning Firm based in Cheltenham on a Technical administration role.

 

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: Technical IFA Administrator

Industry: Financial services

Location: Cheltenham

Salary: £24,000 – £26,000

 

Job Description:
Recruit UK are working on an excellent opportunity for a Technical Administrator in Cheltenham to join a Financial Planning firm.

Initially, you will be providing support to advisers as well as providing an excellent service to the firm’s clients. Ideally, candidates will have previous financial planning administration experience.

You will be involved with all general administration duties as well as being responsible for handling some of the reports writing duties, correspondence to and from clients, communicating with clients on the anniversary of their policies, process new business, input data. You will also be in charge of meeting preparations and some ad hoc research advised by the adviser!


What’s in it for you:

  • Free Parking
  • Exam support
  • Competitive Salary

 

Skills and experience required:

  • IFA Administration experience
  • High-level attention to detail

 

Recruiters contact info:

Name:        Louise Bibb

Email:    Louise.bibb@recruitukltd.co.uk

Tel:   01170170416

WhatsApp/mobile:   07399163962

Job Reference:     13246

          

 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, Recruit UK are pleased to be working with a Financial Planning Firm based in Cheltenham on a Technical administration role.

 

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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