Ifa Administrator

Job Title:IFA Administrator

Industry: Financial Services

Location: Edinburgh

Salary: £25,000 - £28,000

Job ref: 8828

Job Description:

Are you an experienced IFA administrator looking for a dynamic role within a vibrant, social team?

Looking for a role where your hard work will be recognised? Then look no further!

Recruit UK has partnered with an independent financial advice firm based in the heart of Edinburgh looking for an IFA administrator to join their team.

Embracing the power of personal narratives, this firm specialises in forging meaningful connections with its clients. Beyond the conventional financial advisory firm, they embark on a journey to navigate life's financial crossroads alongside you. Collaborating closely, they craft a bespoke financial blueprint tailored to meet both your immediate requirements and future aspirations.

In this IFA administration role, the successful candidate will work closely with other members of the team and be involved with the full advice spectrum. This is an excellent opportunity for an IFA administrator who enjoys having client contact and feeling like an incremental part of the advice process.

What is on offer?

• Salary up to £28,000.
• Lovely office in the heart of Edinburgh.
• Vibrant, social team with company events.
• Long-term career opportunity.
• Exam support - salary increases per exam passed.
• 4 X Death in Service.
• Pension contribution.
• 28 days holiday + bank holidays + Christmas shut down.

Skills and experience required:

• Minimum 1 + years’ experience working as an IFA administrator.
• Ideally some exams toward the Level 4 Diploma in Financial Planning.
• Strong understanding of the advice process.
• Able to use initiative.
• Willing to go above and beyond for the 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 are pleased to be working with an Independent Financial Advice firm 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.