IFA Administrator job in High Wycombe - salary ?£27k - ?£30k

The Specialists in Financial Services Recruitment

Job Details

IFA Administrator Administrator
Reference ID: 1036
  • Salary/OTE£27,000 - £30,000
  • Vacancy LocationHigh Wycombe
  • RemunerationEmployed
  • RegionSouth East
Job description

Are you an experienced IFA Administrator looking to join a team of Independent Financial Advisors in High Wycombe?

As an IFA Administrator, you will be joining their team of 3 Administrators who support 2 busy Directors / Financial Advisors. Your duties will be focused on:

  • New business submission and tracking through to completion
  • Day to day client management, processing any queries which may arise
  • Undertake fund switches as instructed
  • Issue letters of authority, chase for policy information and maintain up-to-date back office systems
  • Support the Financial Advisor with research and analysis to meet client needs and objectives

IFA Administrator requirements

  • You must have experience as an Administrator supporting Financial Advisors
  • You must have knowledge of investments and pensions
  • You must have access to your own transport (due to office location, minimal public transport nearby)

The Company

This independent financial advisory firm has proudly celebrated over 25 years in business and has held a consistent ethos of providing the highest possible service. You will be joining their supportive team as a IFA Administrator.

IFA Administrator Benefits

  • Salary of £27,000 - £30,000
  • Plus company benefits include, DIS, pension, cashplan and 25 days holiday plus bank holidays
  • 37.5 hours per week with normal working hours
  • Office based role, with free parking available nearby


High Wycombe

Call us now on 0208 0044 154 or click Apply 

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