Senior IFA Administrator
Salary
Location
Job Type
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Job Title: Senior IFA Administrator
Industry: Financial Services
Location: Harrogate
Salary: Up to £30,000
Job Ref: 16092
Job Description:
Recruit UK are working on an excellent opportunity for a Senior IFA Administrator to join a well-established Financial Advice firm in Harrogate.
Company:
This is a well established Harrogate based company, offering financial planning and wealth management advice. They provide independent financial advice.
Role:
You will provide quality financial planning administration support to Chartered Financial Planners and Clients. Including Client Management responsibilities.
What’s in it for you:
- Competitive Salary Up to £30,000
- Quarterly performance bonus
- Flex working – office/home-based
- Pension, Critical Illness Cover, DIS
- Competitive holiday allowance
- Free Parking
- Modern vibrant office
- Study support
- Minimum 2-3 years of industry experience.
- Knowledge of IO essential.
- No qualifications but ideally prepared to work towards at least LP2 qualification.
- Strong IT skills, extremely well organised with a keen eye for detail.
- Proficient on multiple platforms, Abdrn, Quilter, Qegon, AJ Bell, etc.
- The excellent whole of market product knowledge.
- Be able to work under pressure to very tight deadlines.
- Able to build and maintain relationships with clients
- 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.