IFA Administrator

Location

Oldham, Greater Manchester | United Kingdom

Job description

Job Title: IFA Administrator

Industry: Financial Planning

Location: Oldham

Salary: £21,000 – £24,000

Job Reference: 7195

Job Description:

Recruit UK is working on an excellent opportunity for an IFA Administrator in Oldham to join an Independent Financial Advice practice.

This company ensures its clients are provided with the advice they deserve, recognizing that each client is different and therefore tailoring its services to the client and offering a range of solutions.

My client is currently looking to bring on an IFA Administrator to join their team in their offices based in Oldham. The role will involve creating new client packs, checking fact finds, preparing authority letters, obtaining illustrations, submitting new business, and a variety of other duties.

What’s in it for you?

• Salary negotiable dependent on skills and experience Up to £24,000
• Discretionary bonus scheme
• The company will match pension contributions up to the rate of 5%
• Generous sick pay
• Flexible home and office working
• Group death in service
• Group Income Protection
• Assistance with future examinations
• 28 dates of annual leave (FTE)
• Online discounts portal

Skills and experience required:

• 1 years experience in an IFA Administration role
• Excellent communication skills, both written and verbal
• Good telephone manner
• 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 an Independent Financial Advice firm based in Oldham in an IFA Administration 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.

Job tags

Salary

£21k - £24k per annum