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Part Time IFA Administrator

Heat Recruitment
Job LocationSolihull
EducationNot Mentioned
Salary20,000 - 25,000 per annum, pro-rata
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , part-time

Job Description

Our client is an award winning financial planning firm with a great reputation in the industry. They focus on providing a high quality bespoke financial planning and investment management service to their clients which include business owners, professionalsand retirees. They are directly authorised and offer whole of market advise.The OpportunityYou will be tasked with providing an administrative 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-knitteam this is a fantastic opportunity to develop your knowledge and grow within the firmWhats needed for me to be considered

  • Proven experience as an IFA administrator, preferable with life and pensions knowledge
  • IT skills to include Microsoft Office and internet based applications
  • Attention to detail with excellent organisational & planning skills
  • Ability to prioritise workloads is imperative.
  • Flexible approach to work & good team player.
  • Broad knowledge of Financial Service
What nextIf 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 appropriaterecommend 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.

Keyskills :
Financial ServicesSales Support

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