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Permanent

IFA Administrator

Market Harborough
money-bag 27000.00-27000.00 Annual
3108528334
Posted 1 week ago

Job Title: IFA AdministratorIndustry: Financial AdviceLocation: Market Harborough (Hybrid)Salary: Up to 30,000 Reference Number: 10369 Job Description:Recruit UK is working on an exciting opportunity for an experienced IFA Administrator to join a well-established Independent Financial Adviser firm in their office in Market Harborough.As an IFA Administrator you will manage all aspects of financial services administration, including processing Letters of Authority (LOA), preparing client documentation, and liaising with providers and clients.Responsibilities: Handle new business applications and liaise with providers to ensure timely completionPrepare client appointment packs and manage adviser diariesEnsure all documentation meets FCA regulatory standardsGather data for cash flow modelling and portfolio analysisWhat''s in it for you:Salary up to £30,000 depending on experience28 days'' holiday plus bank holidaysBirthday offEarly finish on FridaysPension contributionsStrong benefits packageOngoing development and career progressionSupportive and collaborative teamSkills and experience required:A minimum of 1 years'' experience working as an IFA Administrator within an Independent Financial Advice firmExperience with Intelligent Office or Xplan is highly advantageousGet in touch or apply online to find out more about this opportunity!About Recruit UK: As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking ..... full job details .....

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