IFA Administrator

3 months ago

Cheltenham, United Kingdom Finlink Ltd Full time

IFA administrator, Cheltenham

Office based

Up to £32,000

This is for you if you have experience as an IFA Administrator and you’re looking for a new challenge. You will benefit from joining a large team where you will receive support and exposure to an abundance of knowledge enabling you to develop. There are exciting growth plans in place, providing you with the opportunity to progress within a thriving and successful business.

The Business

The business is a fast-growing and well-established Financial Services practice with offices across the UK. The business is growing organically, as well as through acquisitions, hence the need to expand the support team. This position is based in their Cheltenham office.

The Role

As an IFA administrator, you will be working closely with the office manager and financial planners to provide an efficient, high-quality and compliant service. During a typical day, you will be involved in processing new business, communicating with clients and providers, ensuring all documentation is compliant, assisting with research and basic reports as well as ensuring back-office systems are updated and maintained accurately.

Benefits

  • Salary - up to £32,000 (depending on experience)
  • Hybrid working
  • Private medical insurance
  • Healthcare cash plan
  • Group income protection.
  • Group life assurance (4 x basic annual salary)
  • Group pension scheme, 5% employer contribution, 3% employee contribution
  • Discretionary company bonus award opportunity
  • 28 days annual leave, plus bank holidays (this will increase with each year of service up to a maximum of 30 days)

Synonyms

IFA administrator, Client Support, Client delivery administrator, Financial Planning Assistant, Financial Administrator

If you have the required experience and this role interests you, then you can apply by simply attaching your CV along with your basic contact details. We’ll get in touch if we need any additional information and then present you to the business with the aim of setting up an initial interview.

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