IFA Administrator
Cheltenham
Hybrid working
Up to £32k
This is best suited to IFA Administrators with 1+ years experience. You will benefit from joining a large team where you will receive support and exposure to an abundance of knowledge enabling you to develop. There are exciting growth plans in place, providing you with the opportunity to progress within a thriving and successful business. Salary up to £32k.
The Business
The business is a fast-growing and well-established Financial Services practice with offices across the UK. The business is growing organically and through acquisitions, hence the need to expand the support team. This position is based in their Cheltenham office.
The Role
As an IFA administrator, you will be working closely with the office manager and financial planners to provide an efficient, high-quality and compliant service. During a typical day, you will be involved in processing new business, communicating with clients and providers, ensuring all documentation is compliant, assisting with research and basic reports as well as ensuring back-office systems are updated and maintained accurately.
The Benefits
- Salary up to £32k.
- Private medical insurance
- Healthcare cash plan
- Group income protection.
- Group life assurance.
- Group pension scheme.
- Discretionary company bonus award opportunity
- 28 days annual leave rising to 30 days after 2 years’ service
Apply
If you have the required experience and this role interests you, then you can apply by simply attaching your CV along with your basic contact details.
Synonyms
Client support, Client delivery administrator, Financial Planning Assistant, Financial Administrator
