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IFA Administrator Financial Services - Aylesbury Buckinghamshire

Reed
Posted 6 hours ago, valid for 21 days
Location

Aylesbury, Buckinghamshire HP17 8YJ, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

info
  • A wonderful company is seeking to recruit a Financial Services Administrator with IFA Administration skills.
  • Candidates must have experience supporting Advisors and paraplanners, as well as managing client communications.
  • The role requires familiarity with the Intelligent Office system or CII qualifications.
  • Salary will be commensurate with the candidate's skill set and experience.
  • Applicants should have prior experience in an IFA or financial services firm and be available to start soon.

Wonderful fabulous company and Business Leader sourcing and increasing the company sizing and looking to recruit Financial Services Administrator.  If you have the skills and are immediately available or very soon then please do share your CV.  

As outlined you must have the skills linked to skilled IFA Administration in supporting Advisors, paraplanners and also lining up client emails too and following up on the requests.  

This is great option with a lovely firm and team and I very much look forward to your CV's linked to being a SKILLED FINANCIAL ADMINISTRATOR WHO HAS WORKED IN AN IFA/FINANCIAL SERVICES FIRM. 

 My client a highly successful Financial Planning Company in the Buckinghamshire area is actively looking to recruit a candidate with either Intelligent office System skills on the IFA Admin side or skills within CII.  If you are actively looking please do get in touch and you will need to have skills within the industry.  Salary will be linked to the level of skill set. 

Working with a team of Financial Planners and alongside other members of the business including other Administrators and Paraplanners the successful candidate will be supported and developed further. 

To be considered you must as outlined be a skilled financial services administrator with the following skills:-

1) Skilled IFA Administrator 

2) Skills on the Intelligent Office system IO

This is a fantastic opportunity and if you have the following please apply or forward your cv to

The role is in a lovely location in the Aylesbury area in Buckinghamshire 

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.