Senior Ifa Administrator - Weybridge, United Kingdom - Recruit UK

Recruit UK

Verified Company

Weybridge, United Kingdom

4 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Job Title:
Senior IFA Administrator

Industry:
Financial Planning

Location:
Weybridge

Salary:
£40,000

Job Reference:7267

Recruit UK is working on an excellent opportunity for a Senior IFA Administrator to join a successful wealth management firm in Weybridge.

Our client work with high net worth individuals across South East England, offering tailored asset management.

You will provide technical and general administration support the Private Client Director and be part of a thriving and busy team.

Duties will include but not limited to:

Building relationships
Preparing meeting packs
Produce client portfolio valuations using IO
Corresponding with clients
Using IO to update client records, meeting details, fee schedules etc
Compliance with FCA and company procedures
General administration

Benefits:

4 days working from home, 1 in Weybridge office
Competitive salary of up to £40,000
Bonus scheme
Exam support
Progression and professional development

Skills and experience required:

Strong experience working as an IFA administrator
Working knowledge of Intelligent Office
Technical knowledge of pensions and investments
Experience delivering a high level of client service
Excellent verbal and written communication

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, RecruitUK is pleased to be working with a Wealth Management firm, looking for a Senior IFA Administrator.