Financial Services Administrator

2 weeks ago


St Helens, St. Helens, United Kingdom Premier Jobs UK Limited Full time
IFA Administrator Job Opportunity

This is an exciting chance for an experienced individual to join a growing Independent Financial Advisory firm in the North West.

You will be part of a team of like-minded professionals who work collaboratively and support each other's progression. The company actively encourages career development, as evidenced by this vacancy arising from the current IFA Administrator's promotion to a Paraplanner role.

Your key responsibilities will include providing administrative support to Financial Advisors and Paraplanners to deliver high-quality financial planning services to clients.

The company offers support for your industry exams, including payment for study materials, exam fees, and dedicated time for studying.

Requirements
  • At least 12 months' experience as an IFA Administrator
  • Proficiency in using Intelligent Office, Genovo, or Dynamic Planner would be beneficial
  • Hold or be working towards a Level 4 Diploma in Financial Planning
Company Overview

This long-established Independent Financial Advisory firm is experiencing rapid growth and is seeking an ambitious individual to join the team. The company has a strong upward trajectory and continues to achieve record-breaking performances.

Benefits
  • Salary: £25,000 - £28,000 depending on experience
  • Annual bonus based on team performance, Royal London pension, and 4x DIS after 12 months
  • 23 days' holiday, plus birthday off and bank holidays
  • Potential for 1 extra day off every month (based on TOIL arrangement)
  • 35-hour working week with 9am - 5pm, Monday to Thursday, and 9am - 4pm, Friday
  • Fee-Free Financial Advice, including mortgages and insurance

Disclaimer

Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts is accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.



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