Senior IFA Administrator
Posted a month ago
- Coventry, West Midlands
- Any
- External
- Expires In 2 months
EMPLEGATE RECRUITMENT
Financial Services Specialist Recruiters
Job Title: Senior IFA Administrator
Location: Kenilworth
Benefits:Competitive salary, Pension, Professional development opportunities
Salary:£24,000 to £30,000 depending on qualifications and experience
About the Company:
Our client is a respected Independent Financial Advisor (IFA) firm committed to delivering tailored financial solutions and exceptional service to their clients. With a focus on integrity, expertise, and client satisfaction, they strive to exceed expectations and help their clients achieve their investment goals.
They are currently seeking a skilled and motivated senior IFA Administrator.
What Your Day to Day Duties Will Include:
Administration of both new and existing business, ensuring compliance and process procedures are followed.
Maintaining accuracy of client information and assisting with the on-going management of the client.
Interacting with clients in an efficient and professional manner.
Research and analysis.
Possible opportunity for involvement with investment analysis
What is Needed to Be Considered:
Previous experience as an IFA paraplanner or administrator
Knowledge of FCA rules relating to the financial advice process.
An interest in financial services particularly pensions and investments
Computer literate with a practical grasp of technical issues and have the ability to deliver high-quality work to deadline.
Ideally level 4 qualified or working towards CII qualifications or educated to a minimum of A Level standard or past financial services experience with a commitment to work towards CII qualifications.
Knowledge of IO
Apply today to be considered for this 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. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Due to the amount of response we receive, unfortunately we are not able to give feedback to individuals, if you have not heard back within 7 days please assume that you have not been successful for the role you have applied for
JBRP1_UKTJ
Financial Services Specialist Recruiters
Job Title: Senior IFA Administrator
Location: Kenilworth
Benefits:Competitive salary, Pension, Professional development opportunities
Salary:£24,000 to £30,000 depending on qualifications and experience
About the Company:
Our client is a respected Independent Financial Advisor (IFA) firm committed to delivering tailored financial solutions and exceptional service to their clients. With a focus on integrity, expertise, and client satisfaction, they strive to exceed expectations and help their clients achieve their investment goals.
They are currently seeking a skilled and motivated senior IFA Administrator.
What Your Day to Day Duties Will Include:
Administration of both new and existing business, ensuring compliance and process procedures are followed.
Maintaining accuracy of client information and assisting with the on-going management of the client.
Interacting with clients in an efficient and professional manner.
Research and analysis.
Possible opportunity for involvement with investment analysis
What is Needed to Be Considered:
Previous experience as an IFA paraplanner or administrator
Knowledge of FCA rules relating to the financial advice process.
An interest in financial services particularly pensions and investments
Computer literate with a practical grasp of technical issues and have the ability to deliver high-quality work to deadline.
Ideally level 4 qualified or working towards CII qualifications or educated to a minimum of A Level standard or past financial services experience with a commitment to work towards CII qualifications.
Knowledge of IO
Apply today to be considered for this 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. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.
Due to the amount of response we receive, unfortunately we are not able to give feedback to individuals, if you have not heard back within 7 days please assume that you have not been successful for the role you have applied for
JBRP1_UKTJ
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