IFA Administrator
other jobs Heat Recruitment
Added before 6 Days
- England,South East,Surrey
- full-time
- £28,000 - £32,000 per annum
Job Description:
Job Title: Independent Financial Advisor (IFA) Administrator
Location: Leatherhead
Salary: £28,000 - £32,000
Key Benefits:
*Work-Life Balance: Flexibility for two days working from home from start.
*Progression pathway: Pathway to Junior Paraplanner upon the completion of the Level 4 Diploma is encouraged
*Exam Support: Structured training plan in place and support for professional exams
*Employee Benefits: Discretionary annual bonus scheme from day one, annual pay reviews, private medical insurance, enhanced holiday allowance.
*Company Culture: They pride themselves on providing a unique and supportive culture, with a track record of promoting internal growth and career development.
We are currently seeking dynamic and motivated individuals to join a modern and award-winning, established IFA in Leatherhead as an IFA Administrator. The successful candidates will play a crucial role in supporting multiple Financial Advisors and contributing to the overall success of the organisation. We are open to considering candidates with or without industry experience, with a strong emphasis on attitude and tech-savviness.
IFA Administrator key responsibilities:
*Provide administrative support to Independent Financial Advisors in day-to-day operations.
*Utilise back office systems and workflows
*Assist in the preparation and processing of client documentation and financial transactions.
*Processing of new business
*Maintain accurate and up-to-date client records using our internal systems.
*Liaise with clients, both in person and over the phone, providing excellent customer service.
IFA Administrator role requirements:
*Exposure to Financial Services (1-3 years) would be ideal, such as in IFA Administration, Investments or Pensions
*Also can consider post-graduates or people with a keenness to get into the industry
*Knowledge of using a CRM
*Proactivity and drive to forge a successful career within Financial Planning
What’s next?
Apply today to be considered for this IFA Administrator opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Location: Leatherhead
Salary: £28,000 - £32,000
Key Benefits:
*Work-Life Balance: Flexibility for two days working from home from start.
*Progression pathway: Pathway to Junior Paraplanner upon the completion of the Level 4 Diploma is encouraged
*Exam Support: Structured training plan in place and support for professional exams
*Employee Benefits: Discretionary annual bonus scheme from day one, annual pay reviews, private medical insurance, enhanced holiday allowance.
*Company Culture: They pride themselves on providing a unique and supportive culture, with a track record of promoting internal growth and career development.
We are currently seeking dynamic and motivated individuals to join a modern and award-winning, established IFA in Leatherhead as an IFA Administrator. The successful candidates will play a crucial role in supporting multiple Financial Advisors and contributing to the overall success of the organisation. We are open to considering candidates with or without industry experience, with a strong emphasis on attitude and tech-savviness.
IFA Administrator key responsibilities:
*Provide administrative support to Independent Financial Advisors in day-to-day operations.
*Utilise back office systems and workflows
*Assist in the preparation and processing of client documentation and financial transactions.
*Processing of new business
*Maintain accurate and up-to-date client records using our internal systems.
*Liaise with clients, both in person and over the phone, providing excellent customer service.
IFA Administrator role requirements:
*Exposure to Financial Services (1-3 years) would be ideal, such as in IFA Administration, Investments or Pensions
*Also can consider post-graduates or people with a keenness to get into the industry
*Knowledge of using a CRM
*Proactivity and drive to forge a successful career within Financial Planning
What’s next?
Apply today to be considered for this IFA Administrator opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Job number 1816829
metapel
Company Details:
Heat Recruitment
Company size: 50–99 employees
Industry: Other
We are a team of Specialist Recruitment Consultants operating within the Engineering, Finance, Information Technology, Financial Services, Legal, HR, ...