IFA Administrator — Study Support for Diploma

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

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.