Graduate IFA Administrator

Posted 20 March by Heat Recruitment Easy Apply Featured

The Client

The opportunity for an exceptional Graduate to join a well-established Financial Services Practice, who provide a personal, independent and bespoke wealth management service to high net worth clients.

The Opportunity

During a period of growth, our client is looking for someone to provide high quality technical administration and analytical support to the successful Financial Planners of the business. You will be responsible for processing and monitoring complex business, both new and existing. You will have the opportunity to work in a supportive team environment where progression is strongly supported.

In addition, you will be given 25 days holiday, a generous pension scheme and competitive salary.

What’s needed to be considered

In order to be considered for this unique opportunity, candidates need to have -

  • Abilty to learn quickly and an ambition to succeed
  • Professional communication manner, both written and verbally
  • Finance related qualifications are desireable

What’s next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Synonyms: Client Services Administrator, Sales Support

Required skills

  • Client Services
  • Financial Services
  • Wealth Management
  • Financial Planners
  • Planners

Reference: 34025425

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