Ifa Administrator

Job Title:IFA Administrator

Industry: Financial Planning

Location: Brighton

Salary: £28,000 – £34,000

Job Reference: 8848

Job Description:

Recruit UK is working on an exciting opportunity for an IFA Administrator in Brighton.

Our client offers a variety of Wealth Planning for private clients and companies, including Investment management, retirement planning, tax and more. As they continue to grow, expand and merge with other successful IFA firms, they are looking to bring on an IFA Administrator.

Your role as an IFA Administrator will include, but not be limited to:

• Act as a key point of contact for clients and product providers
• Maintain accurate client records and general database housekeeping
• Support the Paraplanners with reports and annual leave documentation
• Ensure fee and commission details are set up accurately
• General office duties

Benefits:

• Competitive salary of Up to £34,000
• Discretionary bonus
• Initially, 20 days holiday, rising with service
• Christmas closure
• Private medical insurance
• Progression and development opportunities

Skills and experience required:

• Experience working in a Financial Planning Company
• Experience using Intelligent Office (ideal)
• Proven ability to manage and build relationships with clients
• Ability to work independently, as well as part of a team

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 Planning firm, looking for an IFA Administrator

Our commitment to you:

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