Senior IFA Administrator – Hybrid, Client Reporting & Admin

Senior IFA Administrator – Hybrid, Client Reporting & Admin

Full-Time 30000 - 40000 Β£ / year (est.) No working from home possible
Recruit UK

At a Glance

  • Tasks: Provide top-notch admin support to financial planners and office managers.
  • Company: Established Independent Financial Advice firm with a strong reputation.
  • Benefits: Hybrid working, competitive salary, and opportunities for professional growth.
  • Other info: Opportunity to work in a supportive environment with career advancement.
  • Why this job: Join a dynamic team and enhance client experiences in the financial sector.
  • Qualifications: 4+ years in financial services and excellent organisational skills.

The predicted salary is between 30000 - 40000 Β£ per year.

Recruit UK seeks an experienced Senior IFA Administrator for a well-established Independent Financial Advice firm in Warwick and Edgbaston.

This role involves providing high-quality administrative support to Office Managers and Financial Planners, ensuring compliance and professionalism.

The ideal candidate will have a minimum of 4 years' experience in financial services, strong organisational skills, and the ability to enhance client experience through effective servicing and support.

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Senior IFA Administrator – Hybrid, Client Reporting & Admin 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.

Recruit UK

Contact Details:

Recruit UK Recruitment Team

We think you need these skills to ace Senior IFA Administrator – Hybrid, Client Reporting & Admin

Administrative Support
Client Reporting
Compliance Knowledge
Organisational Skills
Client Experience Enhancement
Financial Services Experience
Professionalism