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Permanent

IFA Administrator

Coventry
money-bag 34000.00-34000.00 Annual
3186192227
Posted 2 days ago

Job Title: IFA Administrator Industry: Financial Planning Location: Coventry Salary: up to £34,000 Job Reference: 10616 Job Description: Recruit UK are working with on an exciting opportunity for an IFA Administrator to join a Financial Planning firm. Our client is a specialise Financial Planning firm, who have offices across the UK. As their Coventry office continues to grow and expand, they are looking to bring on an IFA Administrator to join their well established back office team. Duties: Helping prepare for client meetings, both new business and existing Updating the back office system with client information and documentation Sending out LOA Preparing cases for submission and processing new business applications Liaising with clients and advisers Benefits: Competitive salary of £34,000 (negotiable for the right candidate) Discretionary Bonus Private medical insurance 25 days annual leave +/- 5 days Christmas closure 7.5% pension contribution Continued professional development and career progression Exam funding and support Skills and experience required: Experience working as a Financial Planning Administrator (required) Experience using Intelligent Office Good knowledge of UK regulations and products 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. ..... full job details .....

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