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Senior IFA Administrator

Posted 24 January by Heat Recruitment Easy Apply Featured Ended

The Client

This is a highly reputable Independent Financial Advisory Practice that provides financial advice to Private and Corporate clients across the UK.

Specialising in Investments and Pensions this company have a unique Financial Planning process that focuses on building long term relationships that has resulted in high client retention and continued business growth.

The Opportunity

Due to business growth this practice would like to welcome a Senior IFA Administrator toe the team. You will be responsible for supporting several Advisers and Paraplanners and will benefit from exam support and future progression opportunities.

What’s needed for me to be considered?

  • Previous experience within an IFA Administrator position
  • Previous experience of working within a holistic financial planning environment
  • Industry knowledge of Investments, Pensions, Protection
  • Progression towards Diploma in Financial Planning (Advantageous)

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, Office Manager, Practice Manager, Adviser Support, Sales Support, Client Manager,

Reference: 34306442

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