Highly rated Financial Planning firm looking to recruit a senior IFA administrator. Salary up to £26k
Your new company
Highly rated Financial Planning firm looking to recruit a senior IFA administrator due to a vacancy. Salary up to £26k.
Your new role
You will be providing support to a team of 5 Financial Advisors and a number of private and corporate clients, helping them to conduct research into appropriate investment and pension products and providers. This will involve preparing and implementing recommendations; preparing product suitability reports and preparing Client Valuations.
What you'll need to succeed
Candidates with proven experience in working alongside financial planners or IFAs will be preferred. This role requires a candidate with a fantastic attention to detail, a hard-working ethos and an ambition to continue their professional development within the financial planning environment. Knowledge of relevant systems, such as Intelliflo, Genovo etc would be beneficial, as well as working knowledge on platforms such as Old Mutual Wealth.
What you'll get in return
A generous salary will be offered to successful candidates as well as a structured career path towards a paraplanner role or trainee IFA.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you but you are looking for a new position, please contact us for a confidential discussion on your career.
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