img
Permanent

IFA Administrator

Preston
money-bag 27000.00-27000.00 Annual
3085439516
Posted 6 days ago

Templegate RecruitmentSpecialist Recruiters in Financial ServicesJob Title:Senior IFA Administrator / Junior ParaplannerLocation:PrestonSalary:£27,000 - £35,000 per year (dependent on qualifications and experience)Why Join Us?Join a small, dynamic financial advisory team where your work is valued and visibleClear opportunities for professional development and career progressionSupport for further qualifications, including study and exam costsWork in a collaborative, friendly environment with a strong team cultureBenefits:25 days annual leave plus bank holidaysCompany pension schemeOffice-based roleAbout the Company:We are a small, reputable IFA practice delivering high-quality financial advice. The team is highly collaborative, supportive, and committed to client service excellence. With opportunities to learn and progress, this is an ideal environment for someone looking to grow their financial services career.Key Responsibilities:Produce professional suitability reports tailored to individual clientsPrepare meeting packs and files for appointmentsConduct product, provider, and fund researchAssist administrators during busy periods and work collaboratively in a teamGeneral administration tasks, including:Submitting new business applicationsProducing quotationsLiaising with providers and clientsChasing outstanding pipeline cases and feesAny other ad-hoc administrative duties as requiredWhat We''re Looking For:Minimum 2 years'' experience in Financial Services (IFA/paraplannin

Other jobs of interest...

Recruit Wealth
Droitwich3 days ago
money-bag28000.00-28000.00 Annual
Recruit UK
Worcester6 days ago
money-bag32000.00-32000.00 Annual
Recruit Wealth
Warwick6 days ago
money-bag30000.00-30000.00 Annual
Astral Recruitment
Oxford6 days ago
money-bag28000.00-28000.00 Annual
Astral Recruitment
Worcester6 days ago
money-bag30000.00-30000.00 Annual
Astral Recruitment
Warwick6 days ago
money-bag30000.00-30000.00 Annual
Recruit UK
Warwick6 days ago
money-bag25000.00-25000.00 Annual
IDEX Consulting Ltd
Warwick6 days ago
money-bag32000.00-32000.00 Annual

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!