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IFA Administrator

Posted 26 March by Heat Recruitment
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Salary icon £24,000 - £30,000 per annum
Location icon Farnham , Surrey

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We are assisting a client based in Farnham in hiring an IFA Administrator due to team growth. They are looking for someone ambitious and driven to join their reputable Financial Services Practice which provides a financial planning and investment management service.
If you come on board you will learn directly from the financial planners and the investment team. You will get to work on complex cases over time and broaden your knowledge/ experience by having a varied workload.
Nearly everyone in the company is working towards qualifications, full CII study support is provided.

What’s needed to be considered:

In order to be considered for this IFA Administrator opportunity:

  • Previous experience within an IFA setting
  • Professional communication manner, both written and verbal
  • Knowledgeable in investments and pensions
  • Organised and adaptable

What’s next?

Apply today to be considered for this IFA Administrator opportunity. If this specific Financial Adviser Administrator vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren’t necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career

Synonyms: Client Services Administrator, Sales Support, IFA Administrator
IFA admin, financial service administrator, financial service support, financial planning administrator, junior paraplanner, adviser support

Required skills

  • 1
    Client Services
  • 1
    Financial Planning
  • 1
    Financial Services
  • 1
    Wealth Management
  • 1
    Client Liaison

Reference: 51621353

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