Financial Services Administrator

1 week ago


Durham, Durham, United Kingdom Recruit UK | Certified B Corp™ Full time
IFA Administrator Opportunity

We are working with a leading Independent Financial Advice firm in Durham to find an exceptional IFA Administrator to join their friendly back-office support team.

This is an excellent opportunity to work with a well-established IFA firm that provides holistic financial planning advice to their clients.

The successful candidate will be responsible for supporting Financial Advisers, dealing with clients, and working with the Intelligent Office (IO) system.

What We Offer
  • A basic salary up to £32,000
  • Study support towards Level 4 Diploma
  • Excellent benefits

We are looking for an individual with financial planning administration experience, ideally with some CII Level 4 Diploma qualifications or R0 exams. Excellent attention to detail and experience with Intelligent Office (IO) are also essential.

About Recruit UK | Certified B Corp

We are specialists in financial services recruitment, bringing unique expertise, insight, and connections to our clients and candidates. We take a holistic approach to career happiness, focusing on finding the perfect match for our clients and candidates.



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