Location
Stourbridge, West Midlands | United Kingdom
Job description
Job Title: IFA Administrator
Industry: Financial Services
Location: Stourbridge
Salary: Up to £30,000 (negotiable dependent on skill-set)
Job Reference: 6935
Job Description: Do you want a better work-life balance? Are you looking for continued study support? And to work in a dynamic company?
Recruit UK is working on an excellent opportunity for an IFA Administrator within a holistic Wealth Management firm.
The firm will pay for your exams whilst providing great career development opportunities within a forward-thinking company. They value their employees and promote a great work-life balance through a shorter work week, early finishes on Fridays, and Christmas office closure.
The role includes:
- Gathering information from providers and completing Replacement Business forms
- Preparing suitability reports
- Producing quotes and application paperwork via external platforms
- Compiling cases for processing by ensuring all paperwork is completed
- Ad hoc processing High-Risk business
- Acting as IFA point of contact dealing with queries
Benefits: - 35-hour week with an early finish on Fridays
- Exams are fully paid for and supported
- 8% fully funded pension
- 4 x Death in Service
- 20 days increasing 1 day each year, up to 25 days
- Birthday off and office closed over Christmas with no impact on annual leave
Skills and experience required: - Experience working within Financial Services, preferably within an IFA
- Experience using Intelligent Office
- Excellent communication and customer service skills
- IT Literacy
- Self-motivated team player
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 Wealth Management firm based in Stourbridge on an 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.
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.
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