IFA Administrator

IFA Administrator

Location:

Guildford

Salary: £28,000 - £34,000 DOE

Duration:
Permanent, Full time, office based initially

Benefits: 25 days annual leave bank holidays, Annual Bonus, Study Support, Income Protection, DIS, Enhanced Pension

We are working with a business in Guildford who are looking to add an IFA Administrator to their established team. In the role you will work closely with the firm's Paraplanners and Financial Advisers to provide a high quality and efficient service to clients.

The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support.

This is a great opportunity for someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning.

• Salary up to £34,000
• 25 days annual leave Bank Holidays
• Discretionary Annual bonus
• 37.5 hour working week with flexible start times
• Study Support and Sponsorship through financial planning exams
• Comprehensive insurance benefits
• Enhanced pension