AddressJob Title: IFA Administrator
Industry: Financial Services
Location:Coventry
Salary: Up to £30K
Reference Number: 8948
Job Description:
We are working with a wealth management firms on an exciting new opportunity in Coventry. They have a focus on financial advising, particularly in relation to investment portfolios, pension planning and wealth management solutions. Our client is looking for an administrator who wants to join a dynamic team that are proud to have a great focus on work-life balance and ethical practices.
Responsibilities:
· Processing new business
· Producing quotes
· Preparing meeting packs
· Providing administrative support to Financial Planners
· Client liaison
· Completing and processing paperwork
· General administration duties
What’s in it for you:
· holiday package of 22 days a year + bank holidays (can purchase 5 extra days)
· Pension plan
· Health insurance
· Free parking
· 1.30pm finish on Fridays
· Death in service
· Option to work part time
Skills and experience required:
· 1 – 2 years experience in IFA administration
· Attention to detail
· Strong organisational skills
· Ability to work to deadlines
· Excellent communication skills
· Ability to use Excel
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 Planning firm in Coventry on 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 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.
Job Type: Full-time
Salary: £25,000.00-£30,000.00 per year
Benefits:
- Company pension
- Flexitime
- Free parking
- On-site parking
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus scheme
Work Location: In person
