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IFA Administrator in Chepstow

Job Title: IFA Administrator

Industry:  Financial Services

Location: Chepstow

Salary: £18,000 – £26,000

Job Reference: 15747

Job Description:

Recruit UK are working on an excellent opportunity for an IFA admin in Chepstow to join a Financial Planning firm.

This firm is a successful financial planning practice that helps clients with their investments, pensions, mortgage and more. They have IFA’s across South Wales and South England, and a strong back office team to support. As their client base continues to grow, they are looking to expand their IFA admin team.

 

Your role will include, but not be limited to:

  • Communicating with clients and product providers
  • Processing new business applications
  • Liaising with the paraplanning team and IFA’s
  • Preparing documents for client meetings
  • Submitting letters of authority
  • General administration duties

 

Benefits:

  • Salary of up to £26,000
  • Great benefits package
  • Team working environment
  • Progression to paraplanning available
  • Full exam support, if you want it

 

Skills and experience required:

  • Experience working in an IFA practice
  • Motivated and self-sufficient
  • Experience with duties above

 

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 Chepstow on an IFA Admin 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.

 

Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.

Submit Details Here

    BrowseUpload CV
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    Job Title: IFA Administrator

    Industry:  Financial Services

    Location: Chepstow

    Salary: £18,000 – £26,000

    Job Reference: 15747

    Job Description:

    Recruit UK are working on an excellent opportunity for an IFA admin in Chepstow to join a Financial Planning firm.

    This firm is a successful financial planning practice that helps clients with their investments, pensions, mortgage and more. They have IFA’s across South Wales and South England, and a strong back office team to support. As their client base continues to grow, they are looking to expand their IFA admin team.

     

    Your role will include, but not be limited to:

    • Communicating with clients and product providers
    • Processing new business applications
    • Liaising with the paraplanning team and IFA’s
    • Preparing documents for client meetings
    • Submitting letters of authority
    • General administration duties

     

    Benefits:

    • Salary of up to £26,000
    • Great benefits package
    • Team working environment
    • Progression to paraplanning available
    • Full exam support, if you want it

     

    Skills and experience required:

    • Experience working in an IFA practice
    • Motivated and self-sufficient
    • Experience with duties above

     

    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 Chepstow on an IFA Admin 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.

     

    Additional information:

    Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.

    Submit Details Here

      BrowseUpload CV
      call_to_action

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