Junior IFA Administrator
Salary
17,000 - 21,000
Location
Leicester
Job Type
Full Time
This position has now been filled. If you are looking for a job, let us help you find a similar job.
Job Title: Junior IFA Administrator
Industry: Financial Services
Location: Leicester
Salary: £17,000 – £21,000
Job Description:
Are you passionate about financial services and looking for a company that will allow you to reach your potential? Then look no further!
Recruit UK are looking for a junior IFA administrator/paraplanner to join a financial planning firm in Leicester!
Our client delivers holistic financial planning advice with the aim of meeting their client’s financial needs.
Duties as a junior IFA administrator include but are not limited to:
- Basic administration duties e.g scanning
- Processing new business
- Collating annual review packs and key documentation
- Basic report writing
- Answering client queries
- Salary ranging from £17,000 – £21,000
- Long-term career opportunities
- On-going exam support including exam funding
- Auto-enrollment pension scheme
- 28 days holiday
- Private medical cover
- Previous experience in an IFA firm (desirable)
- Working towards Level 4 Diploma (desirable)
- Passion for financial services
- IT literate
- Good verbal and written communication skills
- 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.