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Senior IFA Administrator

Leamington Spa – opportunity for hybrid working pattern once established in the role

Competitive Salary range dep on exp + benefits

Our Ref AL1354

My client is part of an award winning, national wealth management organisation and they now have an outstanding opportunity for an experienced individual to join their team.

Senior IFA Administrator – The role:

You will join the client support team, supporting one adviser with all aspects of client support. Meeting preparation, collating all the required documents and research for report preparation. Submitting new business on and off platforms. Income payments and withdrawals. Adhoc queries raised by the client or adviser. The role will be varied covering pensions, investments and protection.
Skills required:

* The candidate is required to have a minimum of 3 years Financial Services experience, ideally within an IFA practice.

* Ideally the candidate will be studying towards the certificate or diploma in Financial Services.

* Good attention to detail.

* Process orientated.

* Highly organised with an excellent standard of written & verbal communication.

* A minimum GCSE grade for Maths and English of C or above.

Benefits:

* Pension scheme

* Life assurance

* Development & training and educational support

* Health Cashplan

* Employee Assistance Programme (EAP)

* Annual bonus scheme (discretionary bonus of up to 5%)

* Flexible working hours

* 23 days holiday + statutory public holidays (increases to 26 days after 5 years’ service and 29 days after 10 years’ service).

The role will be fully office based however dependant on experience, there may be the opportunity to work on a hybrid basis once you are fully competent in the role. Salary is negotiable dependant on experience within a competitive range.

If this Senior IFA Administration role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website