Ifa Administrator - Salisbury, United Kingdom - Baysfield Recruitment Ltd

Baysfield Recruitment Ltd

Verified Company

Salisbury, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

My client is a reputable Chartered independent financial planner who provides long term regulated Independent Financial Planning advice to their impressive portfolio of clients.

The total team offer a wealth of experience and work with clients to develop unique, personalised, and achievable plans.

Due to a significant period of growth my client is now seeking an IFA Administrator to join their team.

The IFA Administrator role not only offers a competitive salary and benefits package but also provides the opportunity of career progression and funded exams if desired.

As an IFA Administrator your responsibilities will include:

Working alongside Directors, Financial Planners, Technical support (Paraplanners) and Client support to obtain information from providers and clients, processing advice transactions and maintaining client servicing.
Assisting Technical support (Paraplanning) with the creation and presenting of suitability reports to financial advisers, with a focus on the specific company policy and current regulations.
Carrying out duties in accordance with the rules and regulations set out by the Financial Conduct Authority.

My client offers a competitive compensation based on experience, possible hybrid working (following a successful probation period), bonus and pension scheme and on-site free parking.

If you are a motivated individual with a a minimum of 3 years Financial Service experience, we would love to hear from you.

Job Types:
Full-time, Permanent

Salary:
£23,000.00-£30,000.00 per year

Benefits: