IFA Administrator
Job Title: IFA Administrator
Industry: Financial Services
Location: Bromsgrove
Salary: £26,000 - £31,000
Reference Number: 10179
Recruit UK is working on an exciting opportunity with a highly respected Independent Financial Adviser firm in Birmingham, offering an excellent opportunity for an experienced IFA Administrator to join their growing team.
As an IFA Administrator, you will play a key role in supporting the Financial Advisers and CEO across all aspects of financial services administration, with a strong focus on new business processing.
Responsibilities:
- Arranging client meetings, preparing valuations and meeting packs, and managing advisers’ diaries
- Handling client correspondence and maintaining accurate records
- Ensuring all documentation meets FCA regulatory standards and internal compliance requirements
- Salary up to £31,000 depending on experience
- 28 days’ holiday
- Statutory sick pay
- Quarterly performance bonus scheme
- Auto-enrolment pension
- Study support
- Flexitime
- Private medical insurance
- Long-term career progression
- Employer pension contributions
- A minimum of 2 years’ experience as an Administrator within an Independent Financial Adviser firm
- Experience using Intelligent Office or Dynamic Planner is highly advantageous
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.
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.
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