Ifa Administrator - Milton Keynes, United Kingdom - Independent Resourcing Consultancy

Independent Resourcing Consultancy

Verified Company

Milton Keynes, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

IFA Administrator:

Job Reference:

Date Posted: 8 April 2024

Recruiter: Independent Resourcing Consultancy
Location: Milton Keynes, Buckinghamshire
Salary: £25,000
Sector: Administration, Paraplanning, Client Services, Financial Advisers, Wealth Management
Job Type: Employed
Contact: Eamaon Behan

IFA Administrator

IRC is working with a friendly financial services firm who is seeking an experienced IFA Administrator to join our team.

This is an excellent opportunity for someone looking to progress their career and become a Financial Adviser over time with study and exam support along the way, as well as
£1000 added to your salary for every exam you pass to becoming Level 4 qualified.

Responsibilities:

Provide administrative support to our team of Financial Advisers.
Maintain client records and handle client queries.
Assist in the preparation of client reviews and financial plans.

Qualifications:

Previous experience in an IFA Administrator role.
Excellent communication and organizational skills.
A strong desire to progress in the financial advisory field.

Benefits:

Competitive Salary
Excellent company benefits
We will cover all costs for study and exams towards becoming Level 4 qualified.
For every exam you pass on your journey to becoming Level 4 qualified, we will reward you with a
_£1000_ bonus.