Senior IFA Administrator

Posted 9 July by Heat Recruitment Featured

Job Title: Senior IFA Administrator

Location: Watford

Salary: £25K + DOE

The Client:

My client is a bespoke, well respected IFA practice that seeks to build a long term, trusting relationship with their clients by providing a range of financial planning advice to suit their individual needs.

Based in Watford, they provide tailored financial planning and Investment advice to private individuals and cover a comprehensive range of products and services for their clients to ensure the best possible recommendations are made.

The Opportunity

This is a fantastic position for an experienced administrator to join a growing firm that can offer genuine career development by having such a broad proposition on offer as well as offering exam and study support for people looking to further their technical knowledge and qualifications.

Additionally seeking career Administrators, with vast experience that can use their experience and skillset to contribute towards this fantastic company.

You will part of an administrative team 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 a necessity
  • 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 £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, Paraplanner

Application question

Do you have experience within Financial Planning?

Reference: 34571236

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