Senior IFA Administrator - Ipswich - Upto £28k

£22,000 - £28,000 yearly
  • Recruit UK
  • Ipswich, UK
  • 13/11/2020
Full time Admin / Clerical Paraplanner

Job Description

• Important: Please mention Financial Planning Today Jobs and reference number when applying for this role • 

Job Title: Senior IFA Administrator

Industry: Financial Services

Location: Ipswich

Salary: Up to £28,000

Job Reference: 15007

Job Description:

Recruit UK are looking for a Senior IFA Administrator to join an independent financial advice firm in Ipswich.

This company’s reputation has been built on its impartial approach and quality advice. They are one of the leading and longest-established financial planning companies in the UK and have gone from strength to strength over the years. As a result of their ongoing success, they are currently expanding their adviser support team in Ipswich and are looking for an experienced senior IFA Administrator.

Duties include, but are not limited to:

  • Supporting Financial Advisers and Paraplanners
  • Liaising with product providers and undertaking product research
  • Preparing and issuing client reviews
  • Processing all new business from cradle to grave
  • Undertaking product research

 

What’s in it for you?

  • Work for one of the leading, longest-established IFA firms
  • 23 days holiday (with the option to buy more), plus birthday off
  • Generous pension contribution
  • Death in service
  • Additional benefit scheme in place
  • Salary up to £28,000 dependent on qualifications and experience (higher salary may be negotiated for the right candidate)

 

Skills and experience required:

  • At least 2 years’ administration experience at a financial planning firm
  • Studying towards Level 4 Diploma would be advantageous
  • Excellent communication skills – verbal and written
  • Ability to prioritise your workload

 

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 are pleased to be working with an independent financial advice firm based in Ipswich on a Senior IFA administrator role.

 

Our commitment to you:

  • Start every journey with a conversation to find out about you in-depth.
  • Provide honest feedback on where you fit in the job 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.

• Important: Please mention Financial Planning Today Jobs and reference number when applying for this role •