IFA Administrator
Up to £30,000
Office based role
This role is best suited to those with IFA Administration experience who are looking to join a supportive and expanding team. The company are offering a salary of up to £30,000 dependant on experience with discretionary bonus and exam support. Within the role there is progression potential to assist with Paraplanning duties.
The Business
The business is a well-established Financial Services firm who have been in operation for over 10 years with several advisors working within the Essex area. The firm have plans to expand the business in the coming years and are looking to grow the team. They also have links with a large accountancy practice.
The Role
You will be providing administrative support for the advisors and paraplanners within the firm. This includes processing new business, liaising with clients and providers, updating the back office accurately, preparing client review reports, valuations, and illustrations. You may then have the chance to undertake in assisting with suitability reports, research, analysis, and product comparisons where required.
The Benefits
- Up to £30,000 Salary dependent on experience.
- 25 days holiday plus bank holiday.
- Discretionary bonus.
- Exam and study support.
- Employer Pension scheme increasing to 7.5% from year 2.
- Optional healthcare scheme.
- Car parking.
If you think this is of interest to you, then the next step is to apply. Don't worry, the application is simple, just attach your CV along with your basic contact details and we'll do the rest.
Synonyms
Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator