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Financial Planning Administrator

Heat Recruitment
Posted a day ago, valid for 14 days
Location

Farnham, Surrey GU103RG, 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

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  • We are assisting a client based in Farnham in hiring a Technical IFA Administrator due to team growth.
  • The position requires previous experience within an IFA setting and offers a salary of £500 for a Christmas bonus.
  • Candidates should possess professional communication skills and knowledge in investments and pensions.
  • The role provides full CII study support for those pursuing qualifications and encourages career progression.
  • Interested applicants should apply today or contact us for other opportunities if this role does not meet their needs.

We are assisting a client based in Farnham in hiring a Technical IFA Administrator due to team growth. They are looking for someone ambitious and driven to join their reputable Financial Services Practice which provides a financial planning and investment management service.If you come on board you will learn directly from the financial planners and the investment team. You will get to work on complex cases over time and broaden your knowledge/ experience by having a varied workload.Nearly everyone in the company is working towards qualifications, full CII study support is provided.Benefits

  • Training and progression
  • Profit share (tax free)
  • Charity days
  • Exam support
  • Quarterly bonus
  • Christmas bonus £500

To be considered for this IFA Administrator opportunity:

  • Previous experience within an IFA setting
  • Professional communication manner, both written and verbal
  • Knowledgeable in investments and pensions
  • Organised and adaptable

Apply today to be considered for this IFA Administrator opportunity. If this specific Financial Adviser Administrator vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren’t necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new careerClient Services Administrator, Sales Support, IFA Administrator, IFA admin, financial service administrator, financial service support, financial planning administrator, junior paraplanner, adviser support

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.