IFA Administrator
Salary
25,000 - £30,000
Location
Coventry
Job Type
Full Time
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Job Title: IFA Administrator
Industry: Financial Planning
Location: Coventry
Salary: £25,000 – £30,000 (Negotiable dependent on experience)
Job Reference: 16342
Job Description:
Recruit UK is working on an excellent opportunity for an IFA Administrator near Coventry to join a well-established Independent Financial Advice practice.
My client gives advice on Financial Planning, Pensions, ISAs, Inheritance Tax, Investments, and more. They strive to understand clients’ needs fully and ensure they meet their long-term goals, as well as tailoring their approach to ensure each client receives a bespoke service.
In this role, you will support 1 – 2 financial advisers, processing new business, obtaining quotations and illustrations, liaising with clients and providers, completing suitability letters following a client meeting, and more. You will be a crucial point of liaison between paraplanners and financial planners.
What’s in it for you?
- Salary is Up to £30,000 (salary dependent on your skill set and experience)
- Discretionary bonus
- Profit share
- Income protection
- Death in service
- Option for private health care
- 8% ER Pension contribution
- 25 days holiday plus bank holidays
- Potential of flexible working (once fully trained)
- Full support with exams and study – long-term progression
- Previous experience as an IFA Administrator in an IFA/Wealth Management company – ideally 2 plus years’
- Experience utilizing Intelligent Office
- Exposure to Standard Life and Aviva platforms
- Organization and prioritization skills
- 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.