IFA Administrator

Job Title: IFA Administrator

Industry: Financial Planning

Location: Kent

Salary: £35,000 - £40,000

Job Reference: 9927

Job Description:

Recruit UK are working with an Independent Financial Planning firm, who are looking to expand their Paraplanning team.

This IFA are offering bespoke and tailored advice across Investments, Pensions, Tax planning and more. With offices and clients across the UK, their client base is ever expanding and as a result, they are looking to grow their back-office team to ensure everyone is given an exceptional level of service.

This exciting opportunity can see you developing your Administration career. You will be working closely alongside an experience team of other IFA Administrators, who support both the Paraplanners and Financial Advisers. There will also be plenty of opportunities to progress your career in whatever way you want to. That could be senior Admin, management, paraplanning, advice and more!

Duties:

• Preparing client files and document for annual reviews and new business meetings
• Submitting new business
• Supporting with basic reports following client meeting
• Keep back office system up to date
• Liaising with clients and product advisers
• Ad-Hoc administration duties

Benefits:

• Competitive salary of £35,000 - £40,000
• Hybrid working structure
• Incredible opportunities to process into senior admin, management and/or Financial Advice
• A business that is growing, with new acquisitions consistently in the pipeline
• 33 days holiday
• Private medical
• 5% pension contribution
• Exam funding
• Salary uplifts annual and for exams passed
• Modern office building, with parking

Skills and experience required:

• Minimum of 3 years working in a Financial Planning Admin position
• Good understanding of UK products and FCA regulations
• Drive to progress and develop career