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Senior IFA Administrator

Heat Recruitment
Posted 20 days ago, valid for 10 days
Location

Stansted, Essex CM24 8XG, England

Contract type

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

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  • The Senior IFA Administrator position is available at a prestigious Wealth Management firm known for its tailored investment management and financial planning services.
  • Candidates must have at least 2 years of IFA administration experience within an IFA practice and strong technical knowledge in pensions and investments.
  • The salary for this role ranges from £30,000 to £38,000, and the firm offers flexible hybrid working options.
  • Additional benefits include study support, private medical insurance, a health cash plan, and a collaborative office environment.
  • This opportunity allows for professional development, including attending client meetings and progressing within the firm.

Senior IFA Administrator - Award-Winning Wealth Management Firm

Our client is a highly respected and award-winning Wealth Management firm, known for delivering tailored investment management and financial planning services.

Following an internal promotion, they are seeking a Senior IFA Administrator to join their collaborative and supportive team. This is an excellent opportunity to be part of a professional environment with a great office culture, while also enjoying the flexibility of hybrid working (two days from home). You’ll also have the chance to attend client meetings and further develop your skills in a firm that actively supports career progression.

Benefits:

  • Salary bracket is £30,000 - £38,000
  • Open to part time applicants
  • Study support and leave
  • Private Medical
  • Health cash plan
  • Parking
  • Nice open plan office
  • Hybrid working
  • And much more...

To be considered for this IFA Administrator opportunity, candidates need to have:

  • Previous 2years of IFA admin experience within an IFA Practice
  • Strong technical Pensions & Investment knowledge
  • Working towards financial service exams (or at least an interest to do so)
  • Ability to work well with others

Apply today to be considered for this Technical IFA Administrator opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new careerClient service, paraplanner, IFA administrator, Adviser support, Paraplanner Assistant, Investments, CII, IFA Admin, Wealth Management, Financial Planning, Financial Adviser, Financial Services Administrator #LI-LW1 #LI-hybrid

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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.