IFA Administrator in Bath - Recruit UK

Job Title: IFA Administrator

Industry: Financial Planning

Location: Bradford upon Avon

Salary: up to £35,000

Job Reference: 10169

Job Description:

Recruit UK are working on an exciting opportunity for an IFA Administrator to join a Financial Planning firm in Bradford Upon Avon.

Our client is a well established Financial Planning firm, who work closely with their long standing clients across the South West. They have big growth plans and as such are looking to expand their administration team. You will work closely alongside the IFA’s and have ample opportunity to grow your own career, with lots of progression potential!

Duties:

• Liaising with client and preparing letters and other communications
• Supporting Advisers and Paraplanners with day to day administration
• Processing new business and updating the back office system accurately
• General administration such as phone, post, scanning, filing etc.

Benefits:

• Competitive salary of up to £35,000
• Easy office location, right by the train station
• 28 days annual leave, increasing with service
• Private medical and dental insurance
• Progression opportunities
• Exam funding
• Ongoing benefits reviews to improve offering

Skills and experience required:

• Experience working in a Financial Planning firm, ideally an IFA
• Strong communication and organisation skills
• Ambitions to grow and develop career are encouraged