Job Title: IFA Administrator
Industry: Financial Planning
Location: Coventry
Salary: up to £34,000
Job Reference: 10616
Job Description:
Recruit UK are working with on an exciting opportunity for an IFA Administrator to join a Financial Planning firm.
Our client is a specialise Financial Planning firm, who have offices across the UK. As their Coventry office continues to grow and expand, they are looking to bring on an IFA Administrator to join their well established back office team.
Duties:
- Helping prepare for client meetings, both new business and existing
- Updating the back office system with client information and documentation
- Sending out LOA
- Preparing cases for submission and processing new business applications
- Liaising with clients and advisers
Benefits:
- Competitive salary of £34,000 (negotiable for the right candidate)
- Discretionary Bonus
- Private medical insurance
- 25 days annual leave +/- 5 days
- Christmas closure
- 7.5% pension contribution
- Continued professional development and career progression
- Exam funding and support
Skills and experience required:
- Experience working as a Financial Planning Administrator (required)
- Experience using Intelligent Office
- Good knowledge of UK regulations and products
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.
Our commitment to you:
- Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities.
- 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.
Additional information:
Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.
IFA Administrator in Coventry employer: Recruit UK Careers
Join a dynamic and supportive financial planning firm in Cardiff/Swansea, where you can thrive as a Mortgage and Protection Adviser. With a strong focus on employee growth, you'll benefit from hybrid working options, generous holiday allowances, and opportunities to specialise further in financial planning. Our collaborative work culture fosters strong relationships and provides the resources needed for your success in managing a diverse client base.
