IFA Administrator

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View: 101

Update day: 13-05-2024

Location: Nuneaton West Midlands

Category: IT - Software Part-time

Industry: Staffing Recruiting

Position: Mid-Senior level

Job type: Part-time

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Job content

IFA Administrator - Nuneaton - Salary to £26,000 plus Bonus and Benefiits (potentially negotiable)A well established Financial Planning practice, part of a leading National Wealth Management organisation, are currently in the market to recruit an IFA Administrator to join their growing team in NuneatonThe Role
  • They are looking to recruit an experienced Administrator who can work as part of their experienced Administrative team supporting the company’s Financial Advisor’s. The role will work on a 1-2-1 basis with a Financial Planner, providing full support to the Advisor and acting as a first point of contact for clients.
  • The role will involve all aspects of Administration including; LOA’s, processing new business, valuations, managing database, arranging client meetings and responding to client queries
Requirements
  • To be considered you must have previous experience within a similar role, you will ideally have worked as an Administrator or PA within a Financial Planning/Wealth Management practice.
  • Other Financial Services Administration backgrounds will be considered, as well as exceptional administrators who are keen to build a career within financial services
  • You must have extensive experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint
  • Experience of delivering accurate, relevant and timely information
  • Those with experience of Investment wrap platforms and Intelligent Office would have an advantage
On Offer
  • The client can offer a competitive basic salary up to £26,000 + bonus and good company benefits.
  • Fantastic company benefits on offer including 27 days holiday (plus BH), 6% Pension contribution, DIS, BUPA Healthcare, Critical Illness and other flexible benefits
  • They offer a supportive working environment and first class training, you will be supported with any relevant professional exams you wish to take and there will be plenty of opportunities for progression.
  • Hybrid working on offer - 3 days in the office: 2 at home
  • Flexible working hours will be considered, as well as part time for the right candidate
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Deadline: 27-06-2024

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