Senior IFA Administrator

Heat Recruitment; Bury St Edmunds; On-site; GBP 30,000 - 35,000; Full time

Job summary

A leading company in East Anglia is seeking a Senior IFA Administrator to support their Paraplanners and Financial Advisors. This role offers a competitive salary and numerous benefits, including flexible working and study support. Ideal candidates will have an interest in financial planning and strong administration skills.

Benefits

Flexible working after probation

Study support and exams paid for

Free parking on site

29 days holiday plus Bank Holidays

Subsidised private healthcare

Income Protection and Healthcare Scheme

Paid Study leave

Volunteering days

Qualifications

• Experience in an IFA environment is desirable.
• Interest in financial planning/wealth management industry.
• Working towards financial exams is a bonus.

Responsibilities

• Assist with administration for Paraplanners and Financial Advisors.
• Provide support to the financial planning team.

Skills

Administration

Financial Planning

Willingness to Learn

Education

Strong University Qualification

Level 4 Diploma

Job description

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Senior IFA Administrator – Bury St Edmunds – Up to £35,000

My client, a Chartered IFA in East Anglia, is looking for a Senior IFA Administrator to assist with administration for Paraplanners and Financial Advisors within the business. They are open to candidates with a few months to 5+ years of experience, and financial exams are a bonus. The role is based at their head office in Bury St Edmunds.

What’s needed to be considered?

• An understanding or interest in the financial planning/wealth management industry.
• Ideally working towards the Level 4 Diploma.
• Strong university qualification or similar.
• Previous experience within an IFA environment is desirable.
• Strong administration skills and a willingness to learn.

Benefits

• Flexible working after probation.
• Study support and exams paid for, with paid study leave.
• Free parking on site.
• 29 days holiday plus Bank Holidays and Christmas Closure.
• Subsidised private healthcare.
• Income Protection and Healthcare Scheme.
• Paid Study leave.
• Volunteering days.

What’s next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will contact you to discuss the role in detail before submitting your CV to the client. Additionally, refer a friend or colleague, and receive £200 if we help them secure a new career.

Additional Information

Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner, Financial Planning Administrator.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Information Technology

Industries

• Staffing and Recruiting