IFA Administrator - Finlink Ltd : Job Details

IFA administrator

Northallerton

Hybrid

Up to £29,000

This role is for you if you have experience as an IFA Administrator and you’re looking for a new challenge. You will benefit from joining a large team where you will receive support and exposure to an abundance of knowledge enabling you to develop. There are exciting growth plans in place, providing you with the opportunity to progress within a thriving and successful business.

The Business

The business is a fast-growing and well-established Financial Services practice with offices across the UK. The business is growing organically, as well as through acquisitions, hence the need to expand the support team. This position is based in their Northallerton office.

The Role

As an IFA administrator, you will be working closely with the office manager and financial planners to provide an efficient, high-quality and compliant service. During a typical day, you will be involved in processing new business, communicating with clients and providers, ensuring all documentation is compliant, assisting with research and basic reports as well as ensuring back-office systems are updated and maintained accurately.

Benefits

• Salary - up to £29,000
• Death in Service (4 x annual salary)
• Private Medical Insurance provided by Vitality.
• Group Income Protection
• Employee Assistance Programme
• Medicash (healthcare cash back plan)
• Pension 5% minimum (company will match up to 10%)
• Discretionary 10% annual bonus based on company performance.
• 28 days annual leave rising to 30 days after 2 years’ service.

If you have the required experience and this role interests you, then you can apply by simply attaching your CV along with your basic contact details.

Synonyms

IFA administrator, Client Support, Client delivery administrator, Financial Planning Assistant, Financial Administrator, Personal Assistant, PA, Personal Aide