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IFA Administrator

Heat Recruitment
Job LocationBraintree
EducationNot Mentioned
Salary20,000 - 26,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time or part-time

Job Description

The opportunity for a Financial Planning Administrator to join a National Financial Services Practice who provide a personal, independent and bespoke wealth management service to high net worth clients.The OpportunityDuring a period of growth, our client is looking for someone to provide high quality technical administration and analytical support to the successful Financial Planners of the business. You will be responsible for processing and monitoring complex business,both new and existing. You will have the opportunity to work in a supportive team environment where progression is strongly supported.In addition, you will be provided with study support for CII qualifications and a competitive salary.Whats needed to be consideredIn order to be considered for this unique opportunity, candidates need to have -

  • Previous experience within a Financial Planning role
  • Professional communication manner, both written and verbally
  • Any Financial Services qualifications are desired
Benefits
  • 7% employer pension contribution
  • 25 days holiday + bank holidays
  • 4xDIS
  • full support with financial planning qualifications
  • + many more perks!
Whats nextApply 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 yourspecific 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 if we assist them in securing a new career.IFA administrator, private client administrator, sales support administrator, financial planning support, adviser support, financial services administrator, financial administrator, financial planning administrator, wealth administrator, admin, wealth management,financial advice, advisory, financial adviser, financial advisor, PA, client support, client services

Keyskills :
Administrative SupportClient ServicesFinancial PlanningWealth ManagementSales Support

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