IFA Administrator - WEALTHLINK RECRUITMENT LTD : Job Details

IFA Administrator

Location - Winscombe, North Somerset

Salary: £26,000 - £32,000

Duration: Permanent, Full time

We are working with a local Independent Financial Adviser based in Winscombe who are looking to bring on an IFA Administrator to join their growing team. In the role you will work closely with Financial Advisers to provide a high quality and efficient service to clients. The role is varied and you will work on Investments, Pensions, Estate Planning and Protection cases.

The firm has a track record of promoting from within and there will be opportunity to be sponsored through financial planning exams and be exposed to other areas of the business from day one..

What’s on offer?

• Salary up to £32,000
• 25 days annual leave + Bank Holidays
• Study support and sponsorship
• Life Assurance and Group income protection
• Pension with option for salary sacrifice

IFA Administrator Requirements:

• Strong Customer Services Delivery
• Experience working within a Financial Planning environment
• Organised and Good Administration Skills

What’s Next?

If you are interested in the IFA Administrator position apply now and one of our consultants will reach out within 24 hours if you match the requirements.

IFA Administrator, Financial Planning, Wealth Management, Customer services, Administration