IFA Sales Support

Posted 14 February by Heat Recruitment Featured

Job Title: IFA Sales Support

Location: East Malling

Salary: £22,000 to £26,000 + Bonus + Benefits

The Client

This is an exciting opportunity for an ambitious IFA Administrator to join a highly successful Global Financial Planning brand, based out of their beautiful Kent office location. Focusing on providing a high quality financial planning and investment management service to its valued clients, this firm has built a sound reputation within the industry and is ever growing in stature.

The Opportunity

During a period of key expansion, our client is looking for an IFA Administrator / Paraplanner to provide a first-class compliant support service to the financial advisers of the practice enabling them to deliver appropriate advice and solutions to clients in all areas of financial planning. Working within a friendly, and close-knit team this is a fantastic opportunity for an Administrator to come on board and share their knowledge with the existing team, helping them grow and develop.

What’s needed to be considered?

· Previous experience within an IFA or Financial Planning Practice supporting Financial Advisers

· Comfortable with New Business processing

· A strong knowledge of financial products, particularly Pensions and Investments

· Team player, eager to share knowledge previously obtained as well as learn on the job

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.


*Client Services Administrator, Sales Support, Technical Sales Support, Technical Planner

Required skills

  • Financial Planning
  • Investment
  • Pensions

Reference: 34029319

Bank or payment details should not be provided when applying for a job. reed.co.uk is not responsible for any external website content. All applications should be made via the 'Apply now' button.

Report this job