Job Description FindCore are thrilled to be assisting a leading financial planning business with the recruitment of a Senior IFA Administrator. Permanent position. 33,000 – £43,000, depending on experience Provide high-level administrative support to Financial Advisers and Paraplanners. Prepare and process new business applications across pensions, investments and protection. Process investment, pension and protection business accurately and efficiently. Maintain accurate client records and ensure CRM systems are kept fully up to date. Strong previous experience within an IFA, wealth management or financial planning environment. Good understanding of pensions, investments and protection products. Experience supporting Financial Advisers with new business and ongoing client servicing. Strong knowledge of financial services administration and compliance requirements. Experience using financial planning CRM or back-office systems would be advantageous. Salary of £33,000 – £43,000 depending on experience. Permanent, full-time position. Opportunity to join an established financial planning business. Long-term career progression. Ongoing training and professional development.
Administrator - Independent Financial Adviser (Ifa) in Edinburgh employer: FindCore
FindCore is an exceptional employer that fosters a dynamic and supportive work culture, perfect for those looking to thrive in the financial services sector. With a focus on employee growth and development, staff enjoy uncapped commission opportunities and a comprehensive benefits package, all while working in the vibrant city of Birmingham. Join us to make a meaningful impact by helping customers navigate their tax rebate claims and enjoy a rewarding career path.
