IFA Administrator

Job Title: IFA Administrator

Industry: Financial Planning

Location: Birmingham

Salary: Up to £30,000

Job Reference: 9926

Job Description:

Recruit UK is working on a brilliant opportunity for an IFA Administrator to join a national and successful Financial Planning firm.

This role as an IFA Administrator will involve preparing LOA’s, client correspondence, meeting and greeting clients, preparing client application forms, arranging valuations and client meetings, valuations and more.

This is a fantastic opportunity for you to join a national, growing and successful wealth management company. That are invested in their staff and have a brilliant culture.

What’s in it for you:

• Salaries up to £30,000 (salary negotiable dependent on skill set and experience)
• Flexible working (post probation)
• 25 days holiday plus bank holidays
• Generous pension contribution
• Enhanced additional benefits
• Fantastic work culture
• Career professional development

Skills and experience required:

• 1+ years’ experience as an IFA Administrator in a Wealth Management company
• Excellent attention to detail
• Highly organised and capable of working independently and within a team
• …