IFA Administrator

Posted 8 April by Heat Recruitment
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The opportunity for an experienced IFA Administrator to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service to their trusted clients.

The Opportunity

During a period of key expansion, they are looking for an experienced IFA Administrator to support the successful Financial Planners of the business. You will have the opportunity to work in a small supportive team and will be involved in processing new business, liaising with clients and providers, illustrations and valuations, maintaining back office system, diary management and assisting the IFAs with all areas of administration

What’s needed to be considered?

In order to be considered for this unique opportunity, candidates need to have -

  • Previous experience in a similar role
  • Good knowledge of pensions and investments
  • Strong communication skills and a genuine interested in the industry

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 if we assist them in securing a new career.

Required skills

  • Administrative
  • Financial Services
  • Wealth Management
  • Sales Support

Reference: 42135308

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