IFA Administrator

Recruiter
RecruitUK
Location
Swansea, UK
Salary
Competitive
Posted
03 Aug 2019
Closes
23 Aug 2019
Ref
1191153276
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Job Title: IFA Administrator

Industry: Financial Planning

Location: Swansea

Salary: up to £23,000

Reference Number: 13758

Job Description:

Recruit UK are working on an excellent opportunity for an IFA Administrator in Swansea to join a growing financial planning practice.

Our client is an established and professional firm who are going through significant expansion and are recruiting experienced professionals to support their back-office team.

This is an exciting opportunity in the Swansea area with a successful and growing company where they are specifically looking for Administrators who have previous experience within the financial planning industry.

The role will entail supporting the company Paraplanners and Advisers through various Administration responsibilities including client liaison, processing new business, speaking with product providers and general administration support.

In return our client will provide a professional and open-minded culture with exposure to the financial planning industry alongside a competitive salary.

What's in it for you:
  • Opportunity to join an established and growing financial planning company in Swansea
  • Work within a team of professional Independent Financial Advisers and support staff
  • Competitive salary of up to £23,000 (dependent on experience)

Skills and experience required:
  • Essential: Previous administration experience of working within a financial services firm
  • Essential: Experience and knowledge of IFA back office systems and Microsoft Office
  • Desirable: Working knowledge of pensions, investments and general financial planning
  • Desirable: Working knowledge of employee benefits, group pensions and life risk.

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