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Ifa Administrator - Coventry, United Kingdom - Recruit UK

Recruit UK

Verified Company

Coventry, United Kingdom

4 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Job Title:
IFA Administrator

Industry:
Wealth Management

Location:
Coventry

Salary:
£23,000- £30,000 (negotiable on experience)

Job reference: 7966

Recruit UK are working on an excellent opportunity for an IFA Administrator near Coventry to join a well-established Independent Financial Advice practice.

Our client gives advice on Financial Planning, Pensions, ISAs, Inheritance Tax, Investments, and more.

They strive to understand clients' needs fully and ensure they meet their long-term goals, as well as tailoring their approach to ensure each client receives a bespoke service.

In this role, you will support - 2 financial advisers, processing new business, obtaining quotations and illustrations, liaising with clients and providers, completing suitability letters following a client meeting, and more.

You will be a crucial point of liaison between paraplanners and financial planners.

What's in it for you?

Salary is Up to £30,000 (salary dependent on your skill set and experience)
Discretionary bonus
Profit share
Income protection
Death in service
Option for private health care
8% ER Pension contribution
25 days holiday plus bank holidays
Potential of flexible working (once fully trained)
Full support with exams and study longterm progression

Skills and experience required:

Previous experience as an IFA Administrator in an IFA/Wealth Management company ideally 2 plus years'

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.

Right now, Recruit UK are pleased to be working with an Independent Financial Planning firm in Coventry on an IFA administration role.

Our commitment to you:
Start every journey with a conversation to find out about you in-depth.

Provide honest feedback on where you fit in the jobs market.

Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we'll tell you.

Take a holistic mindfulness approach - career happiness is rarely just about the money.

Cover the whole of the UK with a local touch through our regional teams.

Never pester you.

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

Benefits: