IFA Administrator

Posted 21 May by Heat Recruitment Easy Apply Featured

The Client

A well respected Chartered Financial Planning firm that seeks to build long term, trusting relationship with their clients.

They provide fantastic support and development through study support and encourage progression from within.

There is a great family feel here, with a very friendly but professional working environment.

The Opportunity

This is a fantastic position for an experienced administrator to join a growing firm that will offer exam and study support towards becoming Chartered.

The previous holder of this position has now progressed into Paraplanning / Advice so the successful candidate would be offered a similar career path if desired.

You will report to the office manager 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 a cheque for £200 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

  • Chartered
  • Financial Planning
  • Paraplanning
  • diploma
  • cii

Reference: 35195852

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