At a Glance
- Tasks: Manage financial services administration and client documentation in a dynamic environment.
- Company: Reputable Wealth Management firm with a strong presence in Blackpool.
- Benefits: Enjoy hybrid working, competitive salary, and opportunities for professional growth.
- Other info: Great opportunity for career advancement in the wealth management sector.
- Why this job: Join a supportive team and make a difference in clients' financial journeys.
- Qualifications: Strong organisational skills and attention to detail are essential.
The predicted salary is between 22050 - 26950 £ per year.
Recruit UK is working with a well-regarded Wealth Management firm in Blackpool to recruit an IFA Administrator.
You will manage all aspects of financial services administration, including LOA processing, client documentation, and liaison with providers and clients.
Key duties include handling new business applications, preparing appointment packs, and maintaining adviser diaries, while ensuring FCA-compliant documentation.
Hybrid working is offered in the role.
#J-18808-Ljbffr
IFA Administrator — Hybrid Work, Wealth Management employer: Recruit UK
Join a dynamic financial planning firm in Leeds that prioritises employee growth and operational excellence. With a strong emphasis on collaboration and innovation, we offer a hybrid working model, competitive salary, and a comprehensive benefits package, making it an ideal environment for professionals looking to make a meaningful impact in the financial services sector.
