IFA Administrator
Salary
Up to 26,000
Location
Leicester
Job Type
Full Time
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Job Title: IFA Administrator
Industry: Financial Services
Location: Leicester
Salary: Up to £26,000
Job Description:
Are you an IFA administrator looking to work within a passionate and energetic company? Then this is the role for you!
Recruit UK are looking for an IFA Administrator to join a financial planning firm in Leicester.
This company works with an ethical approach, ensuring they always put their clients first.
Responsibilities as an IFA administrator include but are not limited to:
- Processing new business
- Obtaining valuations
- Creating annual review packs
- Answering client queries
- Remaining compliant at all times
- Salary up to £26,000 (dependent on qualifications and experience)
- Long-term career progression
- On-going exam support
- Generous holiday allowance (on a case by case basis)
- Employers benefit contribution
- Previous experience working in an IFA firm
- Excellent organizational skills
- Good written and verbal communication skills
- Initiative to get tasks done
- 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.