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IFA Administrator

IFA Administrator

Posted 8 April by Heat Recruitment
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A well-established firm who are specialise in wealth management and financial planning. They advise across a range of products and cases and have a modern and forward-thinking outlook on the financial services sector, within their beautiful offices located just outside of Milton Keynes.

The Opportunity:

Are you looking to expand your knowledge into a company who will provide an environment which will allow you to develop and progress yourself.

The role would involve providing a range of administrative support and back office assistance to a very experienced and progressive company director. You will have the opportunity to progress within the role and this would be perfect for someone who is in a financial planning firm already and looking to build on their knowledge and experience by taking the next step in their career.

What’s needed to be considered:

  • Progress towards the Level 4 Diploma qualified would be preferable
  • Experience within a financial planning firm would be advantageous
  • Able to have a good understanding of the Financial services industry
  • Positive attitude and able to work well alongside a team.

Whats 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 Services
  • IFA
  • Sales Support
  • IFA Administrator

Reference: 37704962

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