Wealth Management Admin Specialist (IFA)

North Oak Recruitment; East Midlands; On-site; GBP 25,000 - 30,000; Full time

Job summary

A leading recruitment firm is seeking an IFA Technical Administrator in South Leics. This office-based role requires at least 2 years of experience in financial services, focusing on administration tasks. The ideal candidate will excel in a fast-paced environment, have excellent communication skills, and be proficient with Microsoft Office. Competitive salary up to GBP 30,000 plus excellent benefits.

Benefits

Excellent benefits including parking

Qualifications

• Previous experience in an Administration role (minimum of 5 years), with 2 years within the Financial Services sector.
• Understanding of regulations/compliance is advantageous.
• Thrives in a fast-paced environment.

Responsibilities

• Letter of Authority administration and processes.
• Prepare cash flow modelling and portfolio comparison analytics.
• Manage adviser diaries and prepare client appointment packs.

Skills

Excellent customer facing interactions

Data input accuracy

Self-motivated and organized

Ability to adapt to new software

Tools

Microsoft Word

Microsoft Excel

Outlook

Xplan/Curo

Job description

A leading recruitment firm is seeking an IFA Technical Administrator in South Leics. This office-based role requires at least 2 years of experience in financial services, focusing on administration tasks. The ideal candidate will excel in a fast-paced environment, have excellent communication skills, and be proficient with Microsoft Office. Competitive salary up to GBP 30,000 plus excellent benefits.