IFA Administrator

Job Title: IFA Administrator

Industry: Wealth Management

Location: Leicester

Salary: £26,000 - £32,000

Job reference: 9670

Recruit UK are working with a client centric and successful wealth management company in Leicester, who are looking to bring on an new IFA Administrator. This role will include providing general administrative support to the financial planning team, supporting with valuations, assisting with telephone duties, inbox management, diary management, new business processing, annual review processing, withdrawal letter writing, client servicing and much more.

Benefits:

• Salary £26,000 - £32,000 (salary negotiable dependent on experience)
• Generous pension
• 23 days holiday with optional additional holiday purchase
• Private medical insurance (after 6-month probation)
• Hybrid working
• Study support toward Level 4 Diploma

Requirements:

• Previous experience as an IFA Administrator in a Wealth Management company
• Ideally experience having utilised Intelligent Office
• Attention to detail and organisational skills

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 Leicester on an IFA Administrator role.

Our commitment to you:

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.