IFA Administrator

About the Role

Job Title: IFA Administrator

Industry: Financial Planning

Location: Belfast

Salary: Up to £32,000 + Bonus

Reference Number: 10255

Job Description: IFA Administrator

Recruit UK is working on an excellent opportunity for an IFA Administrator in Belfast to join a leading Financial Advice Company. This is an excellent opportunity to work in collaboration with a Financial Adviser and other colleagues. You will assist the Financial Adviser in Preparation for meetings, Report writing, and various Financial Planning Administration in line with company policy, including preparing and maintaining client records.

This is an exciting opportunity for a responsible, self-motivated, well organised, experienced Financial Planning Administrator with good IT skills to develop their career in a fast-growing financial advice firm. Support for future qualifications will be provided to enable the successful applicant to further their knowledge and ability in the role to Diploma level.

This is a great opportunity for you to progress through the ranks and train to become a Paraplanner.

What’s in it for you: IFA Administrator

• Competitive Salary up to £32,000 + Bonus & excellent benefits
• Hybrid working/flex working options
• Competitive Holiday allowance
• Training and support towards industry recognised certifications

…and much more!

Skills and experience required: IFA Administrator

• Ability to build strong working relationships with both IFAs, and the rest of the team.
• Financial Planning Administration experience
• Understanding of the Financial Planning process
• Good IT skills
• Ideally, some report writing experience

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a leading Financial Advice Company based in Belfast on an IFA Administrator role.

Our commitment to you

• Start every journey with a conversation to find out about you in depth.
• Provide honest feedback on where you fit in the jobs market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
• Take a holistic mindfulness approach – career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.
• Never pester you.