IFA Administrator
Salary
Up to 30,000
Location
Job Type
Full Time
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Job Title: IFA Administrator
Industry: Financial Advice
Location: South Buckinghamshire
Salary: Up to £30,000
Reference Number: 14458
- Are you an experienced IFA administrator?
- Are you a confident communicator with an approachable personality?
- Do you build and maintain positive relationships and deliver excellent customer service?
- Would you like to work in a collaborative environment where your contribution is valued?
- Work for a boutique, local firm
- Friendly, collaborative team environment
- Support with continued professional development
- 25 days annual leave
- Group Life Insurance
- Cash Plan (Health Cover)
- Competitive Salary, up to £30,000
- At least 2 years’ administration experience in a financial planning environment
- Familiarity with Intelligent Office (Desirable)
- Desire to continue developing professional knowledge
- Excellent written and verbal communication skills
- Ability to organise and prioritise, with keen attention to detail
- Flexible and adaptable in line with day-to-day circumstances
- Ability to deliver excellent client service
- An understanding of FCA regulations and guidelines
- 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.