IFA Administrator
Job Description
Job title: IFA Administrator
Company: IDEX Consulting
Job description: Access real-time salary data on over 600 roles across 40 different specialisms across the General Insurance, Financial Services and Legal professions.
Our 2023 Salary & Benefits Guide is here!
Providing the best market insight, key advice on changing economic conditions, and the latest salaries in the General Insurance, Financial Services, and Legal sectors.
Access insights now!
Our 2023 Salary & Benefits Guide is here!
Providing the best market insight, key advice on changing economic conditions, and the latest salaries in the General Insurance, Financial Services, and Legal sectors.
Access insights now!
Our 2023 Salary & Benefits Guide is here!
Providing the best market insight, key advice on changing economic conditions, and the latest salaries in the General Insurance, Financial Services, and Legal sectors.
Access insights now!
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IFA Administrator
Job details Posted 01 February 2024 Salary£25000.00 – £35000.00 per annum LocationRoyal Leamington Spa Job type Discipline Expiry 11 May 2024 Reference41053_1706788306
Consultant
Business Manager
IFA Administrator
Job description
An independent Financial Planning and Wealth Advisory firm in Leamington Spa has an opportunity for an IFA / Financial Planning Administrator to work on a hybrid basis.
This role will provide back office and client support for a director chartered financial planner. who advises clients on investment, estate and retirement planning for private clients and business owners.
The main duties of this role include;
- Support Chartered Financial Planner with client support and administration
- Offer preparation support for client meeting prep, client enquiries, fund switches, Valuations and new business
- Update systems and client records
- Deal with providers and 3rd parties
Candidate requirements;
- The ideal candidate will have a background supporting Financial Planners with back office duties.
- The ability to work independently, be organised and prioritise workloads
- Industry qualifications are desirable but not essential
Development available if you wish to progress within the industry or complete industry related qualifications.
A competitive salary and company benefits are linked with this opportunity.
Salary £25-35k with home and office hybrid working.
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Expected salary: £35000 per year
Location: Royal Leamington Spa, Warwickshire
