IFA Administrator

Recruit UK
Closing date
15 Jul 2022

View more

Contract Type
Full Time
A leading midlands firm of chartered financial advisers who is growing from success to success is ready to take on an ambitious IFA administrator to help further this growth.

They are providers of financial and tax-efficient solutions alongside giving ethical advice on investment portfolios, pension planning and wealth management solutions. This is a business that is proud of doing things a bit differently. With their head office based in between Birmingham and Coventry, they are easily accessible from either location. It is a salaried role with a genuine focus on work-life balance and ethical practices.

The role:

As an IFA administrator you will be processing all new business, producing quotes, preparing meeting packs, completing general paperwork processing and more.

  • Salary up to £30,000 (negotiable dependent on experience)
  • Death in Service
  • 1:30pm finish on Fridays!
  • Free parking
  • An ethical approach to client servicing
  • A genuine focus on work-life balance
  • Critical Illness cover
  • 22 days holidays + bank holidays (ability to purchase 5 more days)
  • Health Cash plan
  • Healthy pension contribution

Skills and experience required:
  • Previous administration experience in a financial planning firm
  • Excellent communication skills - verbal and written
  • Ability to prioritize your workload

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 is pleased to be working with an Independent Financial Advice firm based in Coventry on an IFA administrator 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.

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