Job Title: IFA Administrator
Industry: Financial Services
Location: Luton
Salary: £29,000 - £32,000
Job reference: 9184
Are you passionate about financial planning and ensuring you are delivering the best service possible to clients?
Are you looking for an opportunity to grow with an award-winning financial planning firm during a period of expansion?
If the answer is yes - this role is for you!
Recruit UK has partnered with a firm looking for an IFA Administrator to join their team.
This company is not just about managing finances, they build long-lasting relationships and empower people to achieve their financial goals. With a commitment to continuous improvement and client satisfaction, they are reshaping the landscape of financial planning.
This IFA Administration role will focus on providing support to Financial Planners and clients, focusing on delivering an excellent experience and efficient task management. Duties will involve managing the Financial Planner's schedule, maintaining client relationships, processing business submissions, preparing necessary documents, and ensuring adherence to high standards and tight deadlines.
This dynamic and varied role is an excellent opportunity for individuals who excel in customer service, have strong organisational and multitasking skills, and would like to work in an award-winning financial planning firm.
Benefits:
- Salary ranging between £29,000 - £32,000 (dependent on skill set and experience).
- Autoenrollment pension.
- Death In Service.
- Social team with events throughout the year.
- Opportunity to earn bonus.
- Exam support.
- Salary uplift + bonus for every exam passed.
- Hybrid working.
- Long-term career opportunity.
Skills and experience required:
- Previous experience working as a financial planning administrator (desirable, not essential).
- Passionate about financial planning and being client-centric.
- Quick learner.
- Able to work in a fast-paced environment.
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 are pleased to be working with a well-established UK Independent Financial Advice firm in Luton on a IFA Administration role.