IFA Admin & Client Services β€” Hybrid, Flexible Hours in Lincoln

IFA Admin & Client Services β€” Hybrid, Flexible Hours in Lincoln

Lincoln Full-Time 25650 - 31350 Β£ / year (est.) Hybrid
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At a Glance

  • Tasks: Support Financial Advisers and Paraplanners in delivering top-notch client service.
  • Company: Join a leading advisory business with a strong people culture.
  • Benefits: Enjoy hybrid working, flexible hours, and a collaborative environment.
  • Other info: Great opportunity for career growth in a supportive team.
  • Why this job: Make a real difference in client services while developing your skills.
  • Qualifications: Strong communication skills and a proactive, team-focused attitude.

The predicted salary is between 25650 - 31350 Β£ per year.

Recruit Wealth Ltd is working with a leading advisory business to appoint several IFA Administrators to join its administration team in the UK.

The role focuses on delivering high-quality client service within a collaborative environment.

You'll support Financial Advisers and Paraplanners across new business, client servicing, investments and pensions, with ownership of your workload and a proactive, team-focused approach.

Hybrid working and a strong people culture are on offer.

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IFA Admin & Client Services β€” Hybrid, Flexible Hours in Lincoln employer: Recruit Wealth Ltd

Recruit Wealth Ltd is an excellent employer that prioritises a modern and supportive work culture, offering flexible hours and an early finish on Fridays to promote work-life balance. Employees benefit from collaborative teamwork with experienced Financial Planners, ensuring ample opportunities for professional growth and development in the financial planning sector. The company's commitment to tailored solutions and technical excellence makes it a rewarding place for those seeking meaningful employment.

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Contact Details:

Recruit Wealth Ltd Recruitment Team

We think you need these skills to ace IFA Admin & Client Services β€” Hybrid, Flexible Hours in Lincoln

Client Service Skills
Team Collaboration
Proactive Work Ethic
Time Management
Attention to Detail
Communication Skills
Knowledge of Investments