Ifa Administrator

5 months ago


Worcester, United Kingdom Recruit UK Full time

**Job Title**:IFA Administrator

**Industry: Financial Services**

**Location**:West Midlands - various offices

**Salary**:Up to £28,000 (Negotiable on experience)

Reference: 8899

Recruit UK is working with a Financial Planning firm with multiple offices across the West Midlands, that are currently seeking a highly motivated and detail-oriented IFA Administrator to join their team. The firm pride themselves on delivering quality financial advice and have a strong reputation within the industry.

**Duties will include**:

- Processing new business
- Fund switches
- Diary management
- Client liaison
- Working alongside shareholders and Financial Advisers
- Client meeting packs
- Valuations

**Benefits**:

- Competitive salary to £28,000 (negotiable on experience)
- Free parking at all offices
- Generous holiday allowance and additional Christmas shutdown
- Long term career opportunities and study support
- Death in service
- Private Health Insurance
- Employee Assistance Programme (Mental health and wellbeing support)

**Skills and experience required**:

- Previous experience in a Financial Planning Administrator position
- Experience with Intelligent Office
- Attention to detail
- Ability to multitask
- Problem solving skills
- Excellent communication skills - both written and verbal
- Ability to work independently and as a team

About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK are pleased to be working with a Wealth Management Firm in Worcester on an IFA Administrator role.

Our commitment to you:
Start every journey with a conversation to find out about you in-depth.

Provide honest feedback on where you fit in the jobs market.

Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.

Take a holistic mindfulness approach - career happiness is rarely just about the money.

Cover the whole of the UK with a local touch through our regional teams.

Never pester you.

**Salary**: £24,000.00-£28,000.00 per year

**Benefits**:

- Employee discount
- Flexitime
- Life insurance
- On-site parking
- Referral programme

Schedule:

- Monday to Friday

Ability to Commute:

- Worcester (required)

Ability to Relocate:

- Worcester: Relocate before starting work (required)

Work Location: In person


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