IFA Administrator

Job Title: IFA Administrator

Industry: Financial Services

Location: Bath

Salary: up to £25,000

Reference Number: 14259

Job Description:

Recruit UK are working on an excellent opportunity for an IFA Administrator in Bath to join a Wealth Management Firm

This is a successful and growing financial planning firm who are looking to take on a strong administrator to support their financial planners.

General tasks will include;

• Diary management for advisers and arranging client meetings.
• Preparing literature, such as business applications and paperwork.
• Ensuring all literature and information are in place prior to meetings.
• Dealing with correspondence, written and telephone inquiries from clients and product providers.
• Maintaining paper and electronic records in a confidential manner.
• Preparing portfolio valuations.
• Following procedures and compliance requirements.
• General administration duties and supporting of back-office staff.
• Carrying out Anti-Money Laundering Checks.

What’s in it for you:

• Exam Support
• Competitive Basic
• Flexible working hours available

Skills and experience required:

• Previous Financial Services Administration Experience
• Competent with back office systems
• Work well within a team

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 a Wealth Management Firm based in Bath on an IFA Admin 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 job 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.