IFA Administrator

Posted 2 August by Heat Recruitment Easy Apply Featured

The Client:

A leading and well regarded Financial Planning & Wealth Management that seeks to build a long term, trusting relationship with their clients by providing both financial planning and accountancy services to their clientele.

They provide tailored financial planning advice to both corporate and private individuals and cover a comprehensive range of products and services for their clients to ensure the best possible recommendations are made.

The Opportunity:

This is a fantastic position for an experienced administrator to join a growing firm that can offer genuine career development by having such a broad proposition on offer as well as offering exam and study support for people looking to further their technical knowledge and qualifications.

You will part of an administrative team and will play an active part in supporting both the firms paraplanners and advisors.

What’s needed for me to be considered?

  • Previous experience within the IFA practices is preferred
  • Knowledge and understanding of the FCA regulations
  • Effective communication, both written and verbal
  • Have a professional, proactive and positive attitude

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, Financial planning administrator, private client support, paraplanner assistant, IFA support

Required skills

  • Financial Planning
  • Management
  • Wealth Management
  • Planning Advice
  • IFA

Reference: 35052096

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