IFA Administrator

IFA Administrator

Lincoln

Hybrid working

Up to £30,000

This role is perfect for an experienced IFA administrator who has been working in role for at least 1 year and is looking to join a business that offers a strong salary, comprehensive benefits package, hybrid working and an environment of growth. An opportunity has arisen within the Lincoln office to provide support to one of the firm’s premier advisers.

The Business

This company are a directly authorised financial advisory business. They were established over 10 years ago and have office hubs located throughout the UK. They pride themselves on their dedication to delivering an exceptional client experience, and the client is at the heart of all they do. They have a long standing and proven policy of promoting from within and this has created a great company culture with a long-standing staff.

The Role

This role is an IFA administration position where you will be providing support to the firm’s advisers. The role will be varied and will involve the normal duties you might expect in such a role i.e. processing new business, dealing with client requests, preparing client information, requesting third party provider information and helping wherever it’s required. However, the role also entails much more. There will be a need to be confident in talking to clients with the successful candidate being able to take ownership of certain client dealings. This is a fantastic opportunity to work with a high-net worth are happy to support those in taking on financial qualifications to progress their career into a range of positions within the business.

The Benefits

• Up to £30,000 as a salary
• 25 days holiday plus bank holidays, and your birthday off
• Hybrid working available
• Annual discretionary bonus of up to 10%
• Valuable share option for all employees (please ask for further details)
• Flexible working hours, 9am - 5:30pm, but can do 8am - 4:30pm for example
• Life assurance
• Income Protection
• Salary sacrifice Car scheme

Applying

If this position is of interest, please click the apply button below and we will get in touch to discuss further and answer any questions.

Synonyms

Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator.