Ifa Administrator

2 months ago


Kirkcaldy, United Kingdom HRC Recruitment Full time

**IFA Administrator**

**Kirkcaldy**

**competitive salary + benefits & study support**

Do you have experience within an IFA environment? Are you looking to take on a new challenge with increased possibility in a support environment? Do you value a workplace that puts emphasis on personal and professional development?

We are working alongside a successful and growing Financial Advisors looking to add an experienced administrator to their established team. This role would be perfect for someone who is currently studying or looking to study towards a professional IFA qualification. Some relevant experience will also be required for this role.

What will the day-to-day look like:

- Provide comprehensive administrative support.
- Processing new business and ongoing policy servicing
- Obtaining client valuations and assisting with the annual review process
- Communicating with both product providers and clients
- Carrying out further general administration duties
- Contribute to an overall ethos of sharing information and collaboration across the business

What are we looking for?
- Have some exposure to an administrative role with a similar business
- Currently studying towards to looking to study towards a professional qualification
- Have a strong client focus and the ability to communicate with clients on a daily basis
- Self-motivated and willing to contribute by bringing fresh ideas
- A track record of teamwork and the ability to work as part of a collaborative team

On offer is a chance to work with a progressive and modern organisation that places paramount importance on the professional development of its staff. The opportunity to be financially supported through your exams and gain further experience in more senior roles over time is available with this role.

Helping to grow great careers and great businesses.

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

**Salary**: £21,000.00-£29,000.00 per year

**Benefits**:

- Company pension
- Flexitime

Schedule:

- Flexitime
- Monday to Friday

Ability to commute/relocate:

- Kirkcaldy: reliably commute or plan to relocate before starting work (required)

Work Location: In person



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