IFA Administrator

Posted 11 April by Heat Recruitment Easy Apply Featured

The Client:

The opportunity for a Financial Planning Administrator to join an Independent Financial Services Practice who provide a personal and bespoke wealth management service to high net worth clients in the heart of Liverpool.

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 business, both new and existing. You will have the opportunity to work in a supportive team environment, where progression is strongly supported.

What’s needed for me to be considered?

  • Previous experience within a financial planning role not essential but desirable.
  • Professional communication manner, both written and verbally.
  • Any CII qualifications are desired.

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:

Client Services Administrator, Sales Support

Required skills

  • Analytical
  • Analytical Support
  • Financial Planning
  • Financial Services

Reference: 34484375

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