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IFA Administrator in Chesterfield

Job Title: IFA Administrator

Industry: Financial Planning

Location: Chesterfield

Salary: £20-25,000 per annum.

Job reference: 14886

Job Description:

Recruit UK are working on an excellent opportunity for an IFA Administrator in Chesterfield to join a wealth management practice. This company ensures their specialist clients are provided with the advice they deserve, recognizing that each client is different and therefore tailor their services to the client and offering a range of solutions.

The role will involve creating new client packs, checking fact finds, preparing authority letters, obtaining illustrations, submitting new business, and a variety of other duties.

 

What’s in it for you?

  • Salary negotiable dependent on skills and experience (£20,000 to £25,000)
  • Work within a prestigious organisation
  • Fantastic company culture
  • Deal with niche clients and gain a specialism
  • Opportunity for progression
  • Ongoing study and exam support

 

Skills and experience required:

  • 1 years’ experience in an IFA Administration role
  • Excellent communication skills, both written and verbal
  • Good telephone manner
  • Team player

 

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 Wealth management practice based in Chesterfield on an IFA 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 job 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.

Submit Details Here

BrowseUpload CV
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Job Title: IFA Administrator

Industry: Financial Planning

Location: Chesterfield

Salary: £20-25,000 per annum.

Job reference: 14886

Job Description:

Recruit UK are working on an excellent opportunity for an IFA Administrator in Chesterfield to join a wealth management practice. This company ensures their specialist clients are provided with the advice they deserve, recognizing that each client is different and therefore tailor their services to the client and offering a range of solutions.

The role will involve creating new client packs, checking fact finds, preparing authority letters, obtaining illustrations, submitting new business, and a variety of other duties.

 

What’s in it for you?

  • Salary negotiable dependent on skills and experience (£20,000 to £25,000)
  • Work within a prestigious organisation
  • Fantastic company culture
  • Deal with niche clients and gain a specialism
  • Opportunity for progression
  • Ongoing study and exam support

 

Skills and experience required:

  • 1 years’ experience in an IFA Administration role
  • Excellent communication skills, both written and verbal
  • Good telephone manner
  • Team player

 

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 Wealth management practice based in Chesterfield on an IFA 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 job 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.

Submit Details Here

BrowseUpload CV
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