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Form of work
SalaryJob Title: Senior IFA Administrator
Industry: Wealth Management
Location: Cheltenham
Salary: £25,000 - £35,000
Job reference: 8841
Do you have experience in a client-facing role?
Are you seeking a new challenge?
Recruit UK is working on an opportunity for a Senior IFA administrator to join one of the UK's leading wealth management firms in Mansfield. You would be assisting the client service team with administrative tasks to ensure effective and efficient operations of the team and wider business.
The firm can offer a family-feel environment and a generous employee benefits package that includes progression opportunities and support with qualifications.
Day to day:
- Engage with clients.
- Take incoming calls.
- Manage client queries.
- Record annual review dates on back-office systems.
- Plan, book and prepare for annual review annual review meetings.
- Work alongside financial advisers to provide administrative support
- Processing new business
- Generating new business
- Compliance duties
- Updating and maintaining CRM system
Benefits:
- Competitive salary from £25,000 - £35,000
- 25 days holiday + bank holidays
- Private Medical Insurance
- Well-being spaces in the office, welcoming and relaxing working culture with a focus on well-being
- Discretionary bonus & Death in service
- Progression structure & exam support
- Hybrid working with up to 3 days at home
Skills and experience required:
- Experience in a client-facing role
- Exposure to Investment Wrap Platforms
If the above interests you, please reach out and quote the ref no. and one of our consultants will be in touch!
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 Wealth Management Firm in Mansfield on a Senior 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.
