Ifa Administrator

Heat Recruitment Ltd

Posted a month ago, valid for 6 days

Harpenden, Hertfordshire AL5 2SP, England

£25,000 - £32,000 per annum

Full Time

Employee Assistance

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Sonic Summary

Our client is seeking a financial planning administrator to support successful Financial Planners within their established team.
The role offers opportunities for career development within a prestigious firm that values long-term client relationships.
Candidates should have previous experience in an IFA practice, along with a good understanding of investments and pensions.
The position provides a salary of £25,000 to £30,000 and requires a minimum of 2 years of relevant experience.
Benefits include flexible work arrangements, a rising holiday allowance, and a robust employee assistance program.

Our client is looking for a financial planning administratorto join their established team that supportssuccessful Financial Planners of the business.
You will be working in a strong team-focused environment where you can develop your career within a prestigious firm that forms long-term client relationships offering guidance, advice and support.
This position has become available due to an internal promotion, this will also be an option for you should you wish to take exams and progress.

Benefits:

Flexibility to ensure a balanced work/ home lifestyle.
4 x Death in Service
Auto Enrolment Pension
Holiday allowance rising following each year of service
Employee Assistance Programme
Sick pay
Charity days

To be considered for this adviser supportopportunity, you will ideallyhave -

Previous experience within anIFA Practice as an administrator
Good understanding of investment and pensions
Positive attitude
Comfortable liaising with clients and providers via email and over the phone

Apply today to be considered for this IFA Administrator 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 200if we assist them in securing a new career.

Synonyms: IFA Admin, Financial Planning Support, Technical Sales Support, Technical Admin, Client Service

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