Financial Services Administrator

2 weeks ago


Market Harborough, Leicestershire, United Kingdom Premier Jobs UK Limited Full time
IFA Administrator Job Opportunity

This exciting role at Premier Jobs UK Limited offers a chance to join a respected financial planning firm in Birmingham.

As an IFA Administrator, you will play a crucial role in ensuring the smooth operation of the business, focusing on administration for life, pensions, and investments. Your responsibilities will include:

  • Providing exceptional client service by creating new client packs, preparing LOAs, and uploading documents
  • Performing anti-money laundering checks and other compliance documentation
  • Submitting new business and tracking cases through the client database

To succeed in this role, you will need:

  • At least 1 year of experience as an Administrator in Financial Services
  • Good knowledge of the financial planning process
  • Enthusiasm for your profession, a forward-thinking approach, and a commitment to doing the right thing for clients and colleagues

The company is a growing IFA firm led by respected names in the financial services industry, focused on creating an inclusive culture with goal-based financial planning for clients. They aim to build a great place to work, with a friendly team that is passionate about treating everyone fairly and promoting wellbeing, while also rewarding generously.

As an IFA Administrator, you can expect:

  • A salary of up to £30,000 depending on experience
  • Company benefits including 28 days holiday + bank holidays, flexible hybrid working, birthday day off, income protection for up to 5 years, Pirkx online discounts, 24-hour access to a GP, 4x DIS, 5% matched pension contributions, and a competitive bonus scheme
  • Access to their internal academy, which supports future career aspirations
  • Hybrid working with 2-3 days in the office and the remainder from home


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