Ifa Administrator

6 months ago

Salisbury, United Kingdom Baysfield Recruitment Ltd Full time

My client is a reputable Chartered independent financial planner who provides long term regulated Independent Financial Planning advice to their impressive portfolio of clients. The total team offer a wealth of experience and work with clients to develop unique, personalised, and achievable plans.

Due to a significant period of growth my client is now seeking an IFA Administrator to join their team. The IFA Administrator role not only offers a competitive salary and benefits package but also provides the opportunity of career progression and funded exams if desired.

As an IFA Administrator your responsibilities will include:

- Working alongside Directors, Financial Planners, Technical support (Paraplanners) and Client support to obtain information from providers and clients, processing advice transactions and maintaining client servicing.
- Assisting Technical support (Paraplanning) with the creation and presenting of suitability reports to financial advisers, with a focus on the specific company policy and current regulations.
- Carrying out duties in accordance with the rules and regulations set out by the Financial Conduct Authority.

My client offers a competitive compensation based on experience, possible hybrid working (following a successful probation period), bonus and pension scheme and on-site free parking.

If you are a motivated individual with a a minimum of 3 years Financial Service experience, we would love to hear from you.

**Job Types**: Full-time, Permanent

**Salary**: £23,000.00-£30,000.00 per year

**Benefits**:

- Company pension
- On-site parking

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

Work Location: In person

Reference ID: IFA Administrator

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