IFA Administrator

Job Title: IFA Administrator

Industry: Financial Services

Location: City of London

Salary: £35,000 – £40,000

Reference Number: 9986

Job Description:

Recruit UK are working on an excellent opportunity for an experienced Administrator in the City of London area to join a leading Financial Advice Company.

This well established office are looking for an Administrator to aid their experience Financial Advisers and Paraplanners with offering a great level of holistic advice to high net worth clients across Scotland. You will work alongside other competent Administrators, with ample opportunities for you to grow and progress your career!

Your role will include but not be limited to:

• Liaising with clients and product providers
• Sending LOA
• Uploading documents to back office systems
• Ensuring meeting packs are ready for meetings (both in office and virtual)
• General administration e.g. email and diary management

What’s in it for you:

• Competitive Salary Up to £40,000 (dependent on experience)
• Hybrid working
• Flexible Benefits
• 25 days annual leave
• Birthday day off
• 4% Pension
• Death in Service
• Training and support to progress, if interested
• Exam funding and support
• Cycle to work scheme

Skills and experience required:

• Strong Financial Planning Administration experience
• Understanding of the Financial Planning process and UK products
• Strong administration and communication skills

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 a leading Financial Advice Company with offices in City of London 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 jobs 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.