IFA Administrator
IFA Administrator
We are a friendly financial services firm seeking an experienced IFA Administrator to join our team. This is an excellent opportunity for someone looking to progress their career and become a Financial Adviser over time with study and exam support along the way, as well as £1000 added to your salary for every exam you pass to becoming Level 4 qualified.
Responsibilities:
- Provide administrative support to our team of Financial Advisers.
- Maintain client records and handle client queries.
- Assist in the preparation of client reviews and financial plans.
Qualifications:
- Previous experience in an IFA Administrator role.
- Excellent communication and organizational skills.
- A strong desire to progress in the financial advisory field.
Benefits:
- Competitive Salary
- Excellent company benefits
- We will cover all costs for study and exams towards becoming Level 4 qualified.
- For every exam you pass on your journey to becoming Level 4 qualified, we will reward you with a £1000 bonus.
If you are ambitious, have a passion for financial planning, and are looking for a supportive environment to grow and develop, then this is the perfect role for you. Apply today to take the next step in your career.
Required skills
- Financial Planning
- Financial Services
- IFA Administrator
Reference: 52426548
Please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work.
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