Senior Ifa Administrator

1 week ago


Stamford, Lincolnshire, United Kingdom Recruit UK Full time

Job Title:
Senior IFA Administrator

Industry:
Financial Services

Location:
Stamford

Salary:
Up to £30,000

Reference Number: 7587


Recruit UK has partnered with a dynamic and growing financial planning company looking for an experienced and motivated senior IFA administrator to join their team.

This business is linked to a large adviser firm, offering the best of both worlds:
the personaltouch of a small company with the opportunities of a big one. Their work helps clients achieve their life goals and dreams, making for a fulfilling and rewarding career.


They offer a supportive and collaborative work environment where you will have the opportunity to make a real impact on clients' lives.

You will receive direction and guidance, but ultimately, you will be responsible for managing your own working day andensuring that your clients receive the best service possible.


Benefits:

  • Salary up to £30,000 (depending on skill set and experience)
  • Early finishes on a Friday
  • Generous holiday allowance, with an additional Christmas shutdown
  • Exam support
  • Hybrid working opportunities
  • Opportunities for progression (including paraplanning, management, compliance, advice)
  • Casual dress code
  • Onsite parking
  • Social team including company days out and birthday celebrations

Skills and experience required:

  • Strong knowledge of pensions, investments, and protection
  • Competent with different softwares and back office systems
  • Previous experience supporting independent financial advisers in an administrative setting
  • Strong communication skills, both on the phone and in writing
  • Willingness to learn new things and adapt to new challenges
  • Team player attitude, willing to help colleagues and share responsibilities

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, RecruitUK are pleased to be working with a well-established Financial Advice Firm based in Stamford on a senior IFA administration role.


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