IFA Administrator

WEALTHLINK RECRUITMENT LTD; Guildford; On-site; GBP 28,000 - 34,000; Full time

Job summary

A financial recruitment agency is seeking an IFA Administrator to join their team in Guildford. Responsibilities include working closely with Paraplanners and Financial Advisers to support a broad range of financial services including investments and pensions. This position is ideal for someone looking to advance their career with the support of exam sponsorship. Enjoy a competitive salary, attractive benefits including annual leave and bonuses, and a collaborative work environment.

Benefits

25 days annual leave

Discretionary annual bonus

Study support for financial planning exams

Comprehensive insurance benefits

Enhanced pension

Qualifications

• Ability to provide efficient client service and technical administrative support.
• Experience or willingness to work on Investments, Pensions, Mortgages, and Protection.

Responsibilities

• Work with Paraplanners and Financial Advisers to assist clients.
• Collaborate with the paraplanning team to create reports.
• Support various investment and pension cases.

Skills

Client service

Technical administrative support

Report creation

Investment knowledge

Pension knowledge

Education

Level 4 diploma in Financial Planning

Job description

IFA Administrator

Location: Guildford

Salary: £28,000 - £34,000 DOE

Duration: Permanent, Full time, office based initially

Benefits: 25 days annual leave bank holidays, Annual Bonus, Study Support, Income Protection, DIS, Enhanced Pension

The Role

We are working with a business in Guildford who are looking to add an IFA Administrator to their established team. In the role you will work closely with the firm's Paraplanners and Financial Advisers to provide a high quality and efficient service to clients.

The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support.

This is a great opportunity for someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning.

What’s on offer?

• Salary up to £34,000
• 25 days annual leave Bank Holidays
• Discretionary Annual bonus
• 37.5 hour working week with flexible start times
• Study Support and Sponsorship through financial planning exams
• Comprehensive insurance benefits
• Enhanced pension