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IFA Administrator

Posted 7 days 10 hours ago by WEALTHLINK RECRUITMENT LTD

Permanent
Full Time
Other
Hampshire, Fareham, United Kingdom, PO141
Job Description

Senior IFA Administrator

Duration: Permanent, Full time, Hybrid (3/2 split)

Benefits: 25 days' annual leave plus bank holidays, study support and leave, free parking, DIS, pension, career progression prospects

The Role

We are working with a great business who are looking to add an IFA Administrator to their established team. In the role you will work closely with the firm's Paraplanners and Financial Advisers to provide a high quality and efficient service to clients.

Applicants must have a minimum of three years' financial services admin experience in either an independent or tied financial advice or within a pensions/ investment environment.

The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support.

This is a great opportunity with a meritocratic organisation, where your career development will be fully supported.

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