Job Title: IFA Administrator
Industry: Wealth Management
Location: Stafford
Salary: Up to £32,000 (negotiable)
Job reference: 9299
Job Description:
Recruit UK arerecruiting for a Client Services Manager to join a boutique and successful financial planning practice in Staffordshire.This is an excellent opportunity for an IFA Administrator, or similar, to join a prestigious financial planning practice and be a part of a great team and work culture.
Duties will include but not be limited to:
* Liaising with clients
* Preparing and arranging annual review meetings
* Processing new business
* Preparing fact finds
* Running client reports
* General administration tasks
Benefits:
1. Salaries up to £32,000 (negotiable dependent on experience)
2. Flexible working (once fully trained)
3. Part-time working available (for those who seek this)
4. 20 days holiday plus bank holiday - with option to buy additional 10 days of leave per year
5. Flexible working
6. Great transport links - a short walk from the train station, city centre parking
7. Exam and study support
8. Excellent career progression opportunities
9. Death in service insurance, which comes with some additional healthcare benefits
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