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IFA Administrator

Recruit UK
Closing date
24 Jun 2022

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Contract Type
Full Time
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Job Title: IFA Administrator

Industry: Financial Services

Location: Birmingham

Salary: Up to £23,000 depending on skillset and experience

Job reference: 16085

Job Description:

Do you want a new challenge? Is a healthy work environment important to you?

Recruit UK are working on an excellent opportunity for an IFA Administrator within a sociable team as part of an exceptional Wealth Management firm.

This role would be great for developing your skillset and gaining the experience that is a vital foundation for a progressing into a Financial Services career.

The role includes:
  • Working with Paraplanners and Advisers to support all aspects of the advice process
  • Building a professional working relationship with your allocated Adviser
  • Following workflows and processes showing regard to compliance
  • Updating client management systems to keep accurate records
  • Carrying out reception and 'meet and greet' task, answering phone calls
  • Basic office admin tasks such as ordering stationary
  • Supporting the Practice Director and team in the development and delivery of new processes
  • Participating in ad hoc projects as required

  • Salary up to £23,000 (higher salary negotiable)
  • Career professional development (support with exams and study)
  • 20 days holiday plus bank holidays (plus Christmas shutdown)
  • Assistance with travel costs
  • Auto-enrolment pension scheme
  • Social atmosphere - regular trips and curry nights
  • Death in Service
  • Sick pay
  • Lovely, spacious offices

Skills and experience required:
  • At least 6 months industry experience within an IFA practice or financial institution
  • Grade B or above in GCSE Maths and English
  • IT Literacy with experience using financial back-office systems
  • Good level of competence in written, oral and mathematical skills

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 Birmingham on an IFA administration 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.
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