IFA Administrator

Looking for a company who offer an incredibly flexible working structure, funding for qualifications and exposure to holistic independent financial advice?

Recruit UK is currently recruiting a Financial Services Administrator to join a highly regarded Independent Financial Advice practice, presenting an excellent opportunity for professional growth if you want to become a Financial Adviser or a Paraplanner.

This company places immense value on delivering tailored advice to their clients, acknowledging the individuality of each client. With a commitment to offering comprehensive solutions, they provide holistic, whole of market advice and maintain an unwavering focus on delivering superior service.

As a Financial Planning Administrator, your role will involve assisting with fact finds, preparing and processing authority letters, assembling review packs, creating new client packs, and various other responsibilities.

What’s in it for you?

• Salary up to £30,000
• Matched pension contribution - 5%
• Flexible home and office working
• Group death in service
• Group Income Protection
• Funding & study assistance with future examinations
• Generous holiday allowance
• Health Cash Plan
• Online discounts portal

Skills and experience required:

• 1 years’ experience in an IFA Administration role
• Excellent communication skills, both written and verbal
• Proficient IT ability (excel/database knowledge)
• Team player

Job Title: Financial Planning Administrator

Salary: Up to £30,000

REF: 9022

Location: Market Harborough

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with an Independent Financial Planning firm in Market Harborough on a Financial Planning Administration role.