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IFA Administrator

Posted: 16/03/26
Recruiter:WEALTHLINK RECRUITMENT LTD
Reference:3085444900
Type:Permanent
Salary:£35,000 - £40,000 Annual
Location:Tring, Hertfordshire
Description:

IFA Administrator

Location: High Wycombe

Salary: £DOE

Duration: Permanent, Full time, office based initially

Benefits: 25 days annual leave bank holidays, Annual Bonus, Study Support, Income Protection, DIS, Enhanced Pension

The Role

We are working with a business in Tring 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.

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 for someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning.

What's on offer?

Salary £DOE

25 days annual leave Bank Holidays

Discretionary Annual bonus

37.5 hour working week with flexible start times

Study Support and Sponsorship through financial planning exams

Comprehensive insurance benefits

Enhanced pension

Recruiting now