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Open nowFirst seen 5 days ago

IFA Administrator

RGH-Global Limited607 open roles

Pay
£32,000 a year
Where
Exeter, United Kingdom
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Your applicationOpen nowIFA AdministratorRGH-Global Limited · Exeter, United Kingdom

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on RGH-Global Limited's own form.

The reply lands in your private mailbox

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The clock on this job

Early applications get read.

12.3% of postings close within 7 days. Measured by our own scanner across the market.

Share of postings closed within
  1. 2.1%1 day
  2. 4.5%3 days
  3. 12.3%7 days
  4. 19.3%14 days
  5. 35.6%30 days
  6. 58.1%60 days
This job: first seen 5 days ago

The posting

IFA Administrator Exeter

Salary: Up to £32,000 per year

Job Type: Permanent, Full-time

Location: Exeter (office-based)

Role Overview

An excellent opportunity has arisen for an experienced IFA Administrator to join a well-established financial services team in Exeter. This is a full-time, office-based role, ideal for someone looking to build a long-term and rewarding career within the financial services sector.

The successful candidate will have at least one years experience working in a financial services environment. Strong written and verbal communication skills are essential, as well as the ability to manage multiple administrative tasks accurately and efficiently.

Key Responsibilities

  • Providing administrative support to advisers and clients
  • Liaising with clients, investment providers, and other third parties
  • Online processing of applications and investment account management
  • Handling general client queries in a professional and timely manner
  • Maintaining accurate records and ensuring compliance standards are met

Requirements

  • Minimum 1 years experience in financial services, ideally within an IFA practice
  • Strong organisational skills and attention to detail
  • Excellent written and verbal communication skills
  • Proficient in using IT systems and online platforms
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