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IFA Administrator

Posted 4 January by Heat Recruitment Featured Ended

The Client

This is a highly successful Financial Planning practice that provides advice to private and corporate clients. Specialising in a range of services tailored to individuals as well as businesses this firm has gained an excellent reputation in the area and has experienced year on year growth.

The Opportunity

Due to company growth this practice would like to welcome and IFA administrator to the team. You will be responsible for supporting new and existing clients as well as supporting the wider office team.

You will benefit from working closely with a highly experienced team which will provide an opportunity to broaden your technical knowledge and experience. You will also benefit from exam support as well as future progression opportunities within the business.

What’s needed for me to be considered?

  • Previous experience within an IFA or regulated financial services environment
  • Progression towards Diploma in financial planning (Advantageous)

What 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.

Job Synonyms

IFA Administrator, Sales Support, Adviser Support, Client Support, Wealth Administrator, Investment Administrator,

Reference: 34138269

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