IFA Administrator

Do you want to work for a reputable firm with a wealth of experience? Do you have experience as an IFA or Wealth Administrator but perhaps you're looking for progression? Do you feel you can add value and knowledge to a growing team whilst also learning from a team of Paraplanners and Advisors? Excellent, please do get in touch.

Working in a team of like-minded individuals, this role would be suited to someone who has previous experience as an IFA Administrator and is keen to progress to a Paraplanner in due course (or advisor) - study support is very much available for the right candidate and the opportunity to work with high calibre colleagues and clients is one not to be missed.

Benefits

• 25 days holiday
• Study support
• Bonus opportunity
• On site parking

What are the day-to-day responsibilities of the IFA Administrator:

• Onboarding new clients
• Compile investment illustrations on behalf of Paraplanner
• Liaise with clients and providers regularly on queries, valuations, plan alterations etc

Required Skills and Qualifications:

• Previous experience as an IFA Administrator
• Strong communication skills both verbal and written
• Detail focused with a strong work ethic

If you are interested and have the relevant experience, please apply with an up-to-date copy of your CV and we promise to get back to you. As champions of diversity and inclusion in the workplace, Hooray commit to reviewing every application we receive with complete fairness and equality. 

• Hooray is acting as an agency on behalf of the client for this position.
• Our purpose as a business is to pioneer ethical recruitment for a better working world.
• Hooray is proud to be a corporate member of the REC, the recruitment industry's leading professional body.
• DO YOU KNOW SOMEONE FOR THIS ROLE? EARN A £150 GIFT VOUCHER FOR ANY SUCCESSFUL REFERRAL! *T&C's APPLY!