Senior IFA Administrator
Salary
21,000 - 24,000
Location
The Royal Town of Sutton Coldfield
Job Type
Full Time|Hybrid
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Job Title: Senior IFA Administrator
Industry: Financial Planning
Location: Sutton Coldfield
Salary: £21,000 – £24,000
Job Description:
Recruit UK are working on an excellent opportunity for a Senior IFA Administrator in Sutton Coldfield to join a brilliant Financial Planning firm.
This role as a Senior IFA Administrator is a really varied role, a hybrid role regarding back-office functions. This role would involve administration, new business processing, policy servicing, liaising with clients and dealing with client queries. As well as producing sign up packs, including suitability report and role comparisons.
This Senior IFA Administrator is a technical role so will give you the opportunity to further develop your skill-set and build on your existing knowledge, in terms of client casework and client liaison. You will be supporting two of the directors in the role and they offer a great salary and benefits package.
What’s in it for you:
- Salaries up to £24,000 dependent on skill set and experience (negotiable)
- Pension contribution
- NHS top-up scheme
- 25 days holiday plus bank holidays plus a 2-day holiday exchange
- Additional £500 on your salary per additional exam passed
- The great office location for transport links
- Supportive and friendly team to join
- Ongoing study support and career professional development
- Someone with previous IFA Administration experience, ideally in wealth management or IFA company
- Organisation and analytical skills
- Ability to prioritise workload
- Team player
- 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.