Recruit UK
Job Title: IFA Administrator
Industry: Financial Planning
Location: Llanelli
Salary: £28,000 – £35,000
Job Reference: 10415
Job Description:
Recruit UK are working with a fantastic, family run Financial Planning company on the outskirts of Llanelli, who are looking for an IFA Administrator to join their back-office team.
This role will see you working directly with experienced Financial Adviser, who specialises in offering bespoke advice on pensions, investments and inheritance planning to High-net-worth clients. You will be supporting with the full administration process so ample opportunity to progress your skills and experience.
Duties will include but not limited to:
- Maintaining back-office system and client records
- Preparing for client meetings
- Supporting with client research, preparing recommendations, valuations etc.
- Booking and arranging client meetings
- Answering client calls, liaising with product providers and dealing with ad-hoc client requests
Benefits:
- Competitive salary of £28,000 – £35,000
- Hybrid working
- 5% pension contribution
- 25 days holiday
- On site parking
- Private medical insurance
- Shadow and support highly experience advisers
- Exam support and funding, if desired
Skills and experience required:
- Experience working with Financial Planning company within an Administration role
- Strong experience with the above duties
- Good communication both written and verbal
To apply for this job please visit www.reed.co.uk.
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