IFA Administrator

About the Role

Job Title: IFA Administrator

Industry: Financial Planning

Location: Belfast

Salary: up to £32,000

Job Reference: 10603

Job Description:

Recruit UK are working with a specialise Wealth Management firm based in Belfast, who are looking for an Administrator to join their back office team.

This role will see you working closely with experience Financial Planning, supporting them in pre and post sale support. This nationwide company are truly specialists in what they do and have a loyal and long standing client base to prove it.

Duties:

• Preparing correspondence to clients, obtaining relevant information pre and post meeting
• Record and maintain accurate client records
• Liaise with product providers
• Help support in offering a high level of service to clients

Benefits:

• Competitive salary of up to £32,000
• Discretionary bonus
• Great office location, with on site parking
• 25 days holiday
• 5% pension contribution
• 2x DIS
• Clear career progression opportunities
• Exam support and funding

Skills and experience required:

• Experience working in the financial planning industry, ideally in an independent environment
• Excellent communication skills, written and verbal
• Strong attention to detail