IFA Administrator

Location

Exeter, Devon | United Kingdom

Job description

Job Title : IFA Administrator

Industry : Financial Planning

Location : Exeter

Salary : Up to £30,000

Job Reference : 6709

Job Description:

Do you have experience working within an IFA firm?

Are you looking for a new and exciting challenge?

Recruit UK is working on an excellent opportunity for an experienced IFA Administrator to join a well-established Financial Advice practice in Exeter.

This company is continuously growing and prides itself on a great working culture. They are motivated by their employee’s success and provide their staff with endless opportunities to progress within the firm.

This role includes:

• Processing applications & new business
• Booking meetings and completing relevant paperwork
• Database and compliance maintenance
• Acting as the first point of contact
• Liaising with lenders and providers

Benefits:

• Up to £30,000
• Progression structure & Exam Support
• Discretionary bonus
• Hybrid working

Skills and experience required:

• 1-2 years experience working in an IFA/ Financial planning firm (desirable)
• Experience using client database (desirable)

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 Advice firm based in Exeter on an IFA Administrator role.

Our commitment to you:

• Recruit UK embraces equality, diversity, and inclusion and will seek to promote its 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 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.

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.

Job tags

Salary

£30k per annum