IFA Administrator

Heat Recruitment

Posted a month ago, valid for 4 days

Cobham, Surrey KT11 3LT, England

£24,000 - £28,800 per annum

Full Time

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Sonic Summary

A Financial Planning Administrator position is available at a well-established Financial Services Practice near Cobham.
The role involves providing high-quality technical administration and analytical support to Financial Planners.
Candidates must have previous experience in a Financial Planning role and strong communication skills.
The position offers a salary of £30,000 to £35,000 and requires at least 2 years of relevant experience.
Benefits include 25 days plus bank holidays, study support for Financial Service exams, and a 5% pension contribution.

The opportunity for a Financial Planning Administrator to join a well-established Financial Services Practice based near Cobham has arisen.

We are looking for someone to provide high-quality technical administration and analytical support to the successful Financial Planners of the business. Benefits:

25day plus bank holidays
Pay for study towards Financial Service exams
Offer 5% pension contribution
4 x salary - DIS
Discretionary Bonuses
Great staff retention - friendly environment

To be considered for this IFA Administrator opportunity, candidates need to have:

Previous experience in a Financial Planning role
Professional communication manner, both written and verbally
Strong understanding of investments and pensions
Any Financial Services qualifications are desired

What’s next?

Apply today to be considered for this Adviser Support opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail before submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: Client Services Administrator, Sales Support, IFA Admin, Adviser Support, Financial Planning Administrator, Financial Service Support

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