Senior IFA Administrator

Posted 17 February by Heat Recruitment
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The Opportunity

During a period of key expansion, our client is looking for an Experienced Administrator to provide a first-class compliant and complex 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. The role will also bring in some of the skills of paraplanning, meaning the successful candidate will learn a new skillset and be readily available to progress and develop within the business.

What’s needed to be considered?

  • Previous experience within an IFA or Financial Planning Practice
  • 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
  • Pensions
  • Technical Sales
  • Independent Financial Advice
  • Sales Support

Reference: 41151896

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