Are you ready to build a rewarding career in financial services? Join a leading financial advice firm that values your growth and expertise as an IFA Administrator within their Client Support team. This role is perfect for someone who enjoys detail-oriented work and is eager to make a meaningful impact.
What's in it for you?
- A competitive salary of up to £28,000, based on experience
- Career development opportunities in a dynamic and supportive environment
- 20 days holiday plus Christmas closure and bank holidays
- Be part of a friendly, team-oriented office culture
- Support for Financial Services qualifications to help you grow professionally
- Hybrid working once up and running
Your Role: As an essential member of the team, you'll provide vital administrative support to Wealth Client Executives and Financial Planners, helping them deliver exceptional service to their clients. Key responsibilities include:
- Preparing annual client review packs to ensure smooth client meetings
- Processing new business applications efficiently and accurately
- Maintaining client records and ensuring accuracy in all administrative tasks
- Liaising with clients and providers to support the firm's financial planning activities
Your attention to detail and organisational skills will play a key part in ensuring the firm's high service standards are maintained.
What You'll Bring:
- Proficiency with Microsoft Office (Word, Excel, Outlook)
- Strong organisational skills and attention to detail
- Excellent communication skills - both written and verbal
- Experience in financial services or with investment wrap platforms
- The ability to manage multiple tasks and meet deadlines in a busy environment
Why Choose This Firm? Not only will you be part of a highly regarded financial advice firm, but you'll also have access to a wealth of opportunities for professional development. Whether you're looking to enhance your skills or take on new challenges, this firm provides a clear path for career progression.
Interested? Apply Today. Recruit UK specialises in financial services recruitment. We are dedicated to finding the right role to match your career goals. If successful, we will be in touch within 7 days to discuss the next steps.
Job Title: IFA Administrator
REF: 9351
Salary: £24,000 - £28,000 (dependent on experience)