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Permanent

IFA Administrator

Waltham Cross
money-bag 25000.00-25000.00 Annual
3121138791
Posted 1 week ago

?IFA Administrator - Part-Time (3-4 Days) Hybrid Working£30,000 FTE (Pro Rata, £15.50 an hour) + BenefitsReference: 10281Location: CheshuntRecruit UK are recruiting for a well-established and growing Independent Financial Planning firm who are looking to appoint an IFA Administrator following an internal promotion within the team.This is a fantastic opportunity to join a collaborative and supportive business that actively promotes internal progression, with a clear structure across advisers, paraplanners, and administration.The Role:Provide administrative support to Financial Advisers and ParaplannersProcess and submit new business accurately and efficientlyManage banking tasks and liaise with providersAssist with compliance processes, including secondary sign-offMaintain high-quality client records and documentationWhat They''re Looking For:Previous experience within an IFA / Financial Planning environmentStrong knowledge of new business processing and provider platformsExperience with banking and compliance proceduresHigh attention to detail and strong organisational skillsA proactive, team-oriented approachSalary and Benefits:£30,000 FTE (4 days = £24,000)3 or 4 days per week9:00am - 5:30pm Hybrid working (40% WFH - typically 1 day per week)25 days holiday + bank holidays (pro rata)8% employer pension contributionPrivate medical coverDiscretionary bonusAdditional Info:Team of 13 including Advisers, Paraplanners, and AdministratorsStrong culture with genuine progression ..... full job details .....

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