Senior IFA Administrator

  • Shortlist
Location Sheffield , South Yorkshire
Sector Financial Services
Salary £25,000 - £30,000 Per Annum
Type Permanent
Consultant Alex Woodward
Ref 58489

The Client          

An ethical, bespoke and independent wealth management firm who provide an extremely client focused and professional service.

The company are very well established and have a fantastic reputation in the area.

They provide a very cheerful working environment, encourage promotion from within and have a family friendly business feel.

The Opportunity

There is a lot of flexibility around this IFA Administrator role but would favour someone with excellent technical knowledge and willing to look to take on a senior role within the sales support team.

Some of their Advisers began their careers as IFA Administrators in the company, so there is definitely scope to progress towards Paraplanning and Advisory positions in the long term, which is also the reason for the vacancy.

They also provide study support towards exams, pay good salaries and provide a performance based bonus scheme.

What’s needed for me to be considered?

  • Hold previous experience within an IFA / Financial Planning Practice
  • Must be qualified or close to Level 4 Diploma
  • Previous experience dealing with High Net Worth Clients desirable
  • A strong understanding of Pensions and Investment products advantageous 

What 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.  In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

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

Job Synonyms:                

Financial Planner, Financial Adviser, Financial Advisor, IFA, Independent Financial Planner, Independent Financial Adviser, Wealth Manager, Wealth Planner, Paraplanner, Sales Support, IFA Administrator, Para Planner, Report Writer