IFA Administrator

Description

IFA Administrator

Location: St HelensSalary: 28,000 - 30,000 + company bonusHours: Monday to Friday, 9:00am - 5:00pm25 days holiday + birthday off + bank holidays

The Opportunity

We are working with a growing and supportive financial planning firm in St Helens who are looking to recruit an IFA Administrator to join their team. This is an excellent opportunity for someone looking to build a long-term career in financial services.

The Role

As an IFA Administrator, you will play a key role in ensuring smooth day-to-day operations and delivering a high-quality client experience.

Key responsibilities include:

Providing administrative support to Financial Advisers and ParaplannersManaging adviser diaries and arranging client meetingsPreparing client documentation and reportsLiaising with pension providers and life companies to gather informationHandling and responding to general client enquiriesAbout You

Previous experience within an IFA or financial services administration roleStrong IT skills, including experience with spreadsheets and databasesExcellent organisational and planning abilitiesA methodical and detail-focused approachHigh levels of integrity and professionalismWhat's in It for You?

25 days holiday + birthday off + bank holidaysFree car parkingDeath in service benefitCompany pension schemeClear, supported career progression within financial planningIf you are interested in applying then submit your CV by applying online or email (url removed)

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

Ad ID: 5418900009