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Permanent

IFA Administrator

Taunton
money-bag 28000.00-28000.00 Annual
3160447555
Posted Today

IFA Administrator - TauntonSalary: £28,000 - £32,000 Location: Taunton Reference: 10552Are you an experienced IFA Administrator looking to develop your career within a supportive and professional financial planning environment?Recruit UK is working with a well-established financial planning firm in Taunton that is looking for a proactive and organised IFA Administrator to join their team.This is a great opportunity for someone with financial services administration experience who enjoys working closely with advisers, clients and providers. You''ll play an important role in supporting the advice process, ensuring cases progress smoothly and clients continue to receive a high-quality service.What''s in it for you?Salary of £28,000 - £32,00025 days annual leave, increasing to 30 days with length of serviceCompany pension schemeDeath in serviceFlexible benefitsEnhanced family-friendly policiesCycle to work schemeTraining and support towards industry-recognised qualificationsExcellent opportunities to develop your financial planning knowledge and careerThe roleAs an IFA Administrator, you''ll provide day-to-day support to Financial Advisers while acting as an important point of contact for clients and providers.Your responsibilities will include:Liaising with clients, advisers and product providersProcessing Letters of Authority and gathering plan and policy informationPreparing client files and maintaining accurate back-office recordsProcessing and submitting new ..... full job details .....

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