IFA Administrator

  • Job Reference: 00001117-1
  • Date Posted: 8 April 2024
  • Recruiter: Independent Resourcing Consultancy
  • Location: Milton Keynes, Buckinghamshire
  • Salary: £25,000
  • Sector: Administration, Paraplanning, Client Services, Financial Advisers, Wealth Management
  • Job Type: Employed
  • Contact: Eamaon Behan
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Job Description

IFA Administrator

IRC is working with a friendly financial services firm who is seeking an experienced IFA Administrator to join our team. This is an excellent opportunity for someone looking to progress their career and become a Financial Adviser over time with study and exam support along the way, as well as £1000 added to your salary for every exam you pass to becoming Level 4 qualified.

Responsibilities:

·         Provide administrative support to our team of Financial Advisers.

·         Maintain client records and handle client queries.

·         Assist in the preparation of client reviews and financial plans.

Qualifications:

·         Previous experience in an IFA Administrator role.

·         Excellent communication and organizational skills.

·         A strong desire to progress in the financial advisory field.

Benefits:

·         Competitive Salary

·         Excellent company benefits

·         We will cover all costs for study and exams towards becoming Level 4 qualified.

·         For every exam you pass on your journey to becoming Level 4 qualified, we will reward you with a £1000 bonus.

If you are ambitious, have a passion for financial planning, and are looking for a supportive environment to grow and develop, then this is the perfect role for you. Apply today to take the next step in your career.