Home
Leicester
IFA Administrator

IFA Administrator

enable Recruitment

Posted 20 days ago, valid for a day

Leicester, Leicestershire LE5 3TB

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

Our client is a leading independent financial planning firm in the UK, seeking candidates for their IFA Administration team due to company growth.
The role involves providing administrative support, handling client queries, onboarding new clients, and ensuring compliance with FCA requirements.
Applicants should have at least 2 years of experience in a wealth management or financial services environment and be proficient in Microsoft Office and back-office systems.
The position offers a salary of up to £30,000, depending on experience and qualifications, along with an excellent benefits package and career progression opportunities.
Candidates interested in this opportunity can apply directly or contact Dan at Daniel@enable-recruitment.co.

Our client is one of the leading UK independent financial planning firms, who have a national presence and provide exceptional advice to their clients. Due to company growth, they are now looking for likeminded individuals to join their IFA Administration team.If you are a detailed-orientated professional with a passion for financial planning and client service, we’d love to hear from you!What you'll be doing:

Provide administrative support to the Paraplanning & Advice team with duties such as preparing client packs, processing new business, and arranging meetings
First point of contact for client queries and resolutions of any issues
Onboarding new clients to the company and following new account opening processes
Staying up to date with FCA requirements and Compliance Policies

What you need to apply:

Proficient experience with administration in a wealth management environment
Strong understanding of Microsoft Office Suite and back-office systems such as Intelligent Office
2+ years industry experience within the wealth management sector or financial services
Working towards industry relevant qualifications such as DipPFS

What's in it for you?

A basic salary of up to £30,000 dependent on experience and qualifications
Social opportunities throughout the year
Amazing benefits package which includes bonus, flexible working, insurances, generous holiday & pension
Exam funding and support
Progression opportunities into different areas of the business, depending on which way you see your career heading!

Please hit apply or contact Dan directly!Daniel@enable-recruitment.co (Just .co!)

Apply now in a few quick clicks