Senior Ifa Administrator

6 months ago

Kenilworth, United Kingdom Templegate Full time

**EMPLEGATE RECRUITMENT**
**Financial Services Specialist Recruiters**

**Job Title**: Senior IFA Administrator

**Location**: Kenilworth

**Benefits**: Competitive salary, Pension, Professional development opportunities

**Salary**: £24,000 to £30,000 depending on qualifications and experience

**About the Company**:
Our client is a respected Independent Financial Advisor (IFA) firm committed to delivering tailored financial solutions and exceptional service to their clients. With a focus on integrity, expertise, and client satisfaction, they strive to exceed expectations and help their clients achieve their investment goals.

They are currently seeking a skilled and motivated senior IFA Administrator.

**What Your Day to Day Duties Will Include**:

- Administration of both new and existing business, ensuring compliance and process procedures are followed.
- Maintaining accuracy of client information and assisting with the on-going management of the client.
- Interacting with clients in an efficient and professional manner.
- Research and analysis.
- Possible opportunity for involvement with investment analysis

**What is Needed to Be Considered**:

- Previous experience as an IFA paraplanner or administrator
- Knowledge of FCA rules relating to the financial advice process.
- An interest in financial services particularly pensions and investments
- Computer literate with a practical grasp of technical issues and have the ability to deliver high-quality work to deadline.
- Ideally level 4 qualified or working towards CII qualifications or educated to a minimum of A Level standard or past financial services experience with a commitment to work towards CII qualifications.
- Knowledge of IO
- Due to the amount of response we receive, unfortunately we are not able to give feedback to individuals, if you have not heard back within 7 days please assume that you have not been successful for the role you have applied for_

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

Pay: £24,000.00-£30,000.00 per year

**Benefits**:

- Company pension

Schedule:

- Monday to Friday

Work Location: In person

Reference ID: 1657

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