IFA Administrator

Job Title: IFA Administrator

Industry: Investment Management

Location: Norwich

Salary: up to £35,000

Job Reference: 10438

Job Description:

Recruit UK are working on an exciting opportunity for an Administrator to join a Financial Planning firm.

Our client is a well established and leading financial planning company, offering investment management and retirement planning to clients across the UK. As their Norwich office continues to expand their offering, they are looking for an Administrator to join their established back office team.

Duties of an Administrator:

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• Answering client enquiries and booking in meetings for the Financial Planners
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• Supporting in onboarding new clients, scanning and saving any post correspondence
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• Initiate incoming and outgoing transfers
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• Complete payment instructions from clients
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• Process ISA/LISA/JISA subscriptions
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Benefits:

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• Competitive salary of up to £35,000
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• Discretionary bonus
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• 25 days annual leave + bank holidays
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• Hybrid working (3/2 model)
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• Generous pension of up to 9%
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• Private medical insurance
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• Flexi benefits scheme
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• Increased maternity and paternity policy
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• Exam funding and support
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• Continued professional development and ample learning opportunities
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Skills and experience required of the IFA Admin:

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• Previous experience working in Financial Planning admin required
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• Strong administration skills
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• Good communication skills both verbal and written
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