IFA Administrator

Alfred Recruitment Llp
Solihull, UK
18 Sep 2019
29 Sep 2019
Contract Type
Full Time
Position: IFA Administrator
Industry: Financial Services
Salary: £Negotiable DOE + Bonus, Pension, PMI, Critical Illness, Life Cover & Income Protection
Location: Solihull, West Midlands

This is a small IFA practice based in Solihull that have been providing bespoke independent financial advice to clients across the UK for several decades. They specialise in advising high net worth private and corporate clients.

Position:Due to increased new business and growing client numbers this IFA practice would like to welcome an IFA Administrator to the team who is interested in building a long-term career within a medium sized family feel business.

Within this position you will provide full IFA Administrator support to the Directors and several IFA's as well as supporting the Paraplanning team to strengthen the client servicing division.

What's on offer:

  • Yearly pay reviews and discretionary bonus on offer
  • 5% Pension, PMI, Critical Illness, Life Cover & Income Protection
  • Opportunity to join a growing, medium sized and family feel IFA practice
  • Full guidance and support to build on IFA Administration expertise
  • Work closely with a highly experienced team of Paraplanners & IFA's
  • Gain exposure to a range of technical advice areas
  • Full exam support towards Chartered status & internal progression opportunities
  • Not corporate environment, flexible around time off/outside work commitments

Requested experience:
  • Experience within a Financial Services environment
  • Previous experience within an Administration position
  • Market knowledge of Financial Planning services & products
  • Progression towards level 4 Diploma (advantageous)
  • Technical knowledge of Investment & Pension (advantageous)

Reference: 550

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