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IFA Administrator

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Location

NOTTINGHAM

Salary £22000 - £29000
TypePermanent
WorkplaceHybrid
Ref85881

Recruiter Managing This Role

IFA Administrator – Nottingham – Up to £30,000

My client are looking for a financial planning support candidate to help with administration for the Paraplanners and Financial Advisors within the business. They are open to experience from a few months up 5+ years, and and financial exams are a bonus. You will be based out of their head office in Nottingham.

What’s needed to be considered?

  • An understanding/interested on the financial planning/wealth management industry.
  • Ideally Working towards the Level 4 Diploma.
  • Strong University Qualification or similar.
  • Previous experience within and Financial Planning firm would be desirable.
  • Strong administration skills and a willingness to learn.

Benefits:

  • Flexible working after probation.
  • Pro rata holiday entitlement is 25 days per annum plus public holidays, and an extra day off should your birthday fall on a working day. 
  • 4 x Death in Service scheme. 
  • Access to Private Medical Insurance scheme after 12 months service. This is treated as a P11D benefit.
  • Full exam support.
  • Periodic staff days out. 

What’s next?

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. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner 

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Back To IFA Administrator Job Description

Application For IFA Administrator