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Administrator

Posted 28 June by Accomplish Today
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Salary icon £27,000 - £34,000 per annum
Location icon Grimsby , South Humberside

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IFA Administrator

Are you an IFA administrator with strong technical and administrative knowledge? Then this role is for you!

Recruit UK is working with a firm who have a stronghold in the North East of England and they are looking for an experienced IFA administrator. This is an excellent opportunity for an IFA administrator with strong technical knowledge to keep developing their skill set and work within a supportive team, servicing a range of high net worth and ultra-high net worth clients. Due to the calibre of this work, it is essential you have experience supporting advisers across the varied duties for new and existing business administration.

This business offers clear progression routes into paraplanning and/or advice, with a great track record of internal promotions. The firm offers great flexibility so is also open on a part time basis or condensed hours across a 4 day working week.

Benefits:

· Salary up to £34,000 (dependent on qualifications and experience)

· 20 days holiday + bank holidays - with the possibility to buy more

· Hybrid working (2 days from home)

· Discretionary bonus

· Study support towards Diploma

· Opportunity to progress through the business

· Auto-enrolment pension

· Employee-owned business

Skills and experience required:

· Previous experience working in a wealth management / financial planning firm

· Good technical knowledge in pensions, protection and investments

· Excellent communication skills

· Someone who takes pride in their organisation

Required skills

  • 1
    Administrative
  • 1
    Servicing
  • 1
    Wealth Management

Application question

Do you have any experience in the wealth managment sector?

Reference: 52981581

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