Ifa Administrator - Bath, United Kingdom - Recruit UK

Recruit UK

Verified Company

Bath, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Job Title:
IFA Administrator

Location:
Bath

Salary:
£24,000 - £27,000

Job Reference: 8660

Job Description:

Recruit UK is working on an excellent opportunity for an IFA Administrator to join a leading Wealth Management firm to join their team in Bath.

Our clients specialise in wealth management, investments, and employee benefits, and work closely with their clients to ensure personalized advice is provided to suit their needs.

They have a strong back-office team that supports their Advisers and are looking to expand this team.

Your role will include, but not be limited to:

Preparing and packaging financial planning reports with advisers
Preparing client letters
Liaising with product providers
Obtaining information from clients
Maintaining accurate client information
Assisting with annual reviews and onboarding of new clients
Ad hoc duties where required

Benefits:

Salary of up to £27,000
25 days holiday
4x death in service
5% Pension contribution
Income protection and life insurance
Growth and development

Skills and experience required:

Strong administration skills and experience
Working in a client environment, providing exceptional service
Knowledge of the Financial Service industry

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 Bath on a Financial Planning Administrator 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:
£24,000.00-£27,000.00 per year

Benefits: