IFA Adminstrator

Job Title: IFA Admin

Industry: Financial services

Location: Guildford

Salary: Up to £35,000

Job reference: 9678

Job Description:

Recruit UK are currently working with a local Financial Services Firm in Guildford, that need an experienced IFA Administrator.

The requirements are as follows:

• Experienced is a must, preferably 1+ years experience.
• Use of IO/platform Transact - ideally experience using the task flow system would be desirable, but can be flexible on this
• Open to career admin or someone looking for progression if ambitious, not rushing, not within the first year, working evidence of progression within the firm
• Close knit team, small company, needs to fit in with team
• Support team has a pool system, work with all advisers, comfortable in small team
• Support team is 3 currently, need a 4th, one works 1-2-1 with highest biller
• 5 advisers in Guildford, ARs within the groups - provide all support services
• Clients are serviced by admins alphabetically, split A-G, H-O, P-Z
• Other admins outside of IFA side of business, doing general business admin (2 of these)
• IFA Admin role only, advisers do report writing

Benefits:

• Salary £25k - £35k
• 5 days in office, flexible starts for occasional life events, 9am - 5pm
• 25 days holiday, 3 days Christmas closure
• Company pension, 5%/3%
• Free street parking
• Group life assurance 8 x salary

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 award-winning financial planning firm whose head offices are based in London, on a Paraplanner 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.

Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.