Job Title: Wealth Management/IFA Administrator
Industry: Financial Planning
Location: Loughton, Essex
Salary: £28,000 - £34,000 (dependent on experience)
Job Reference: 9285
Recruit UK is working on an excellent opportunity for a Wealth Management Administrator to join one of our well respected independent financial planning firm based in Loughton.
This is a great opportunity to continue your journey in Financial Services / Wealth & Asset Management.
This firm covers all areas of financial planning and have longstanding financial advisers who are looking for an experienced IFA administrator to join the existing support team.
Duties will include:
- Processing new business
- Updating Crm
- Inbox and diary management
- Client liaison
- Working alongside Financial Planners
- Preparing meeting packs
- Completing and processing paperwork
- Letters of authority
- Risk questionnaire inputting
Salary and Benefits:
- Up to £34,000 dependant on experience
- Working Hours, 9 am-5 pm Monday- Thursday, 9 am-4 pm on Fridays!
- Workplace Pension with 8.5% employer contribution
- Group Private medical insurance
- Group Income Protection
- Death in Service Cover
- 23 days holiday plus bank holidays. The office typically closes between Christmas and New Year.
About Recruit UK:
As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a financial planning firm based in Loughton, Essex on a Wealth Management Administrator role.
Our commitment to you:
- Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities.
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.
- Take a holistic mindfulness approach - career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.
Additional information:
Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.