IFA Administrator

3 weeks ago

Leicestershire, United Kingdom Recruit UK | Certified B Corp™ Full time €35,000

About the Company - Recruit UK is excited to offer a position as a Financial Planning Administrator at a reputable financial advice firm in South East Leicestershire. This company are part of a national, fully independent Financial Advice firm but each office remains it’s own individual entity and this role sits within a small, bespoke firm.

About the Role - Work alongside a small but supportive team of Financial Planning professionals, helping them manage high net worth clients and foster new relationships. From preparing documentation ahead of clients meetings, welcoming clients into the office and supporting the administration on new and existing business, this role offers a varied and fast paced day. Enjoy a balanced work environment with the option to work in the office or at home.

Benefits:

  • Competitive salary up to £35,000
  • 25 days holiday + BH
  • Birthday off work
  • Holiday purchase scheme
  • Pension contribution
  • DIS
  • EAP support
  • Salary sacrifice schemes for health and insurance
  • Study support

Qualifications - Ideal candidates will have at least 2 years of experience supporting Financial Advisers with administration. Client facing experience.

Required Skills

  • At least 2 years of experience supporting Financial Advisers with administration.
  • Client facing experience.

Pay range - competitive salary up to £35,000

Why Choose Us? - At Recruit UK, we connect talented professionals with leading firms, providing you with the opportunity to grow in a supportive environment. If you're ready to make a positive impact in financial planning, we want to hear from you. We will contact you within 7 days if your application is successful; if not, we will keep your details on file for future opportunities.

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