IFA Administrator

Recruit UK; Tongham; Hybrid; GBP 28,000 - 35,000; Full time

Benefits offered by this job

Hybrid working

Salary

Holiday entitlement

Income protection

Life cover

Pension

Benefits package

Professional development

Job summary

Recruit UK is supporting a well-established Wealth Management firm in their search for an IFA Administrator to join their Farnham office. This is a great step for someone with a background in financial planning to deliver a real client-focused service alongside advisers and colleagues.

The role involves onboarding new clients, supporting existing ones, and contributing to team projects. Hybrid working is available, with a salary of £28,000-£35,000 depending on experience and a comprehensive

Qualifications

• Minimum 1 year within IFA Administration or supporting financial advisers.
• Knowledge of investment products including ISAs, GIAs, pensions and bonds.
• Experience using a CRM system.

Responsibilities

• Onboarding new clients and supporting existing clients through their service journey.
• Building great working relationships with colleagues, clients and advisers within your team.
• Communicating with clients and advisers via phone, email and other channels.
• Contributing positively to team morale and ways of working.
• Getting involved in wider business projects as they arise.

Skills

CRM experience

Investment product knowledge

Tools

CRM system

Job description

Recruit UK is supporting a well-established Wealth Management firm in their search for an IFA Administrator to join their Farnham office. This is a great opportunity for someone with a background in financial planning to build on their experience, working closely with advisers and colleagues to deliver a real client-focused service.

This IFA Administrator position would suit someone who enjoys variety, isn't afraid to question how things are done, and wants to keep developing their technical knowledge across investments and pensions. You'll be onboarding new clients, supporting existing ones, and playing an active part in team and business projects along the way.

Responsibilities Include:

• Onboarding new clients and supporting existing clients through their service journey
• Building great working relationships with colleagues, clients and advisers within your team
• Communicating with clients and advisers via phone, email and other channels
• Contributing positively to team morale and ways of working
• Getting involved in wider business projects as they arise

Benefits:

• Salary of £28,000-£35,000 depending on experience
• Hybrid working
• 25 days holiday plus bank holidays
• Income protection and life cover
• Attractive pension scheme
• Access to a range of excellent benefits
• Professional development opportunities

Requirements:

• A minimum of 1 year within IFA Administration or supporting financial advisers
• Knowledge of investment products including ISAs, GIAs, pensions and bonds
• Experience using a CRM system

If you're looking for your next step within financial planning administration, we'd love to hear from you.