IFA Administrator

Found in: beBee jobs GB - 2 weeks ago

St Ives, Cornwall, United Kingdom Heat Recruitment Full time

Job Title: Independent Financial Advisor (IFA) Administrator

Key Benefits:

  • Work-Life Balance: Flexibility for one day working from home once established and flexibility with school runs etc.
  • Exam Support: Support for professional exams, including coverage for the first sitting.
  • Employee Benefits: Private medical insurance and 32 days of annual leave, including bank holidays. Introduction of a buy/sell scheme for additional flexibility.
  • Onsite Parking: Available for all employees in our unique office location
  • Company Culture: We pride ourselves on our unique and supportive culture, promoting internal growth and career development.

Job Overview: We are currently seeking dynamic and motivated individuals to join our team as IFA Administrators. The successful candidates will play a crucial role in supporting our Independent Financial Advisors and contributing to the overall success of our organisation. We are open to considering candidates with or without industry experience, with a strong emphasis on attitude and tech-savviness.

Key Responsibilities:

  • Provide administrative support to Independent Financial Advisors in day-to-day operations.
  • Assist in the preparation and processing of client documentation and financial transactions.
  • Maintain accurate and up-to-date client records using our internal systems.
  • Liaise with clients, both in person and over the phone, providing excellent customer service.

Timeline:

  • Swift Recruitment: We are committed to a quick recruitment process and aim to onboard successful candidates as soon as possible.

Application Status:

  • Early Stage: The search for candidates has just begun, and you have the opportunity to be among the first to be considered for this exciting role.

What's next?If you are passionate about joining a company with a strong culture and a commitment to employee development, and if you possess the right attitude and technical skills, we encourage you to apply promptly. We look forward to welcoming new members to our growing team

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: IFA Administrator, Client Services, Client Support, Financial Administrator, Business Support, Financial Planning Administrator, IFA Admin, client delivery, advisor support, adviser support, financial planning, wealth management

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