Administrator

7 days ago


Barnstaple, Devon, United Kingdom Premier Jobs UK Full time
This hybrid based IFA Administrator job in Barnstaple is an opportunity to join a rapidly growing financial planning firm.


You will be responsible for ensuring all administration for life, pensions and investments are submitted in a timely manner, to agreed standards.

The business is building an infrastructure to have a 2:1 ratio of back office team to Financial Advisors.

Your responsibilities will include:

  • Client servicing through creating new client packs, preparing LOAs and ensuring documents are uploaded
  • Performing anti money laundering checks and other compliance documentation
  • Submitting new business and tracking cases through their client database


The business is focused on achieving a high retention of clients and team members, therefore has an inclusive team culture.


IFA Administrator Requirements

  • Ideally you will have 1+ years' experience as an IFA Administrator or equivalent
  • However, they are open to consider non experienced individuals, keen to enter Financial Services and willingness to learn the role

The Company


This growing IFA firm is led by highly respected names within the financial services industry, focused on creating an inclusive culture with goal based financial planning for clients.

The business is keen to build a great place to work, with a friendly team that is passionate about treating everyone fairly and an ethos of promoting wellbeing, whilst also rewarding generously.


IFA Administrator Benefits

  • Salary of up to £28,000
  • Plus company benefits including pension, life assurance, group income protection, health cash plans and salary exchanges
  • Excellent ongoing employee well being programmes
  • Hybrid working

Locations
Barnstaple
-
Liability and Disclaimer_

  • Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information._

Salary:
Up to £28,000.00 per year

Benefits:

  • Company pension

Schedule:

  • Monday to Friday

Work Location:
In person

Reference ID:
IFAd.
R.Ba
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