IFA Administrator
Salary
20,000-25,000 per annum
Location
Chesterfield
Job Type
Full Time
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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
- 1 years’ experience in an IFA Administration role
- Excellent communication skills, both written and verbal
- Good telephone manner
- Team player
- 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.