Financial Services Administrator

Posted 10 April by Search Consultancy Easy Apply

IFA Administrator
Loughborough
£18000 - £23,000 plus benefits, training and exam support

I am currently working on the behalf an expanding Wealth Management firm who is looking for an IFA Administrator to support the financial planning team and build a great relationship with their existing clients.

The role will involve dealing with a portfolio of clients in relations to investment, pension and annuities administration. This will be an extremely varied role with fantastic progression opportunities including full training and support for industry qualifications.

This is a fantastic opportunity for an individual looking to become part of a successful team and add genuine value to the business. My client is looking for a candidate who has been undertaking a similar role working within an IFA or wealth management firm or who has a good understanding of the financial services industry.

They are looking for someone who is very professional, organised, good at building and maintaining relationships. Full training and career development will be provided.

If you meet the above requirements please apply in confidence, or contact David Elders at Search Financial Services directly on Leeds 308 8041, or connect via LinkedIn.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

Required skills

  • ifa
  • pensions
  • avelo
  • investments
  • valuations
  • wealth
  • iress
  • "ifa administrator"
  • "fs support"

Reference: 34864313

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