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IFA Administrator/Client Relationship Manager - Luton - £32,000 - £35,000 plus...

Financial Divisions
Posted 2 days ago, valid for 3 days
Location

Luton, Bedfordshire LU2 7JT

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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  • My client, a reputable firm of financial planners in the Luton region, is seeking a skilled individual to join their expanding team in a client-focused role.
  • The position offers a salary of £25,000 to £30,000, along with bonuses and study support.
  • Candidates should have at least 1 year of experience in office administration or financial services.
  • The role involves providing administrative support to financial planners and managing client interactions effectively.
  • Interested candidates are encouraged to contact Sam Negbenebor at Financial Divisions for more information.

Wealth Management

Inludes: Bonus & Study Support, Early Friday finish & Free parking

My client, a reputable firm of financial planners located in the Luton region, has opened a new position for a skilled person to join their forward-thinking and amiable team due to a time of significant expansion.

This is a highly client-focused role that requires the ability to establish rapport and relationships both internally and with clients to ensure a smooth experience and journey. This is an excellent varied role that delivers the financial planning proposition in conjunction with the paraplanner and financial planner. You will provide one-on-one administrative support to your financial planner and take pleasure in keeping a diary, submitting new business with the necessary paperwork.

Are you a graduate with office admin experience or experience of working in financial services, looking for a company that offers excellent training/mentoring support as well as a great environment to develop your career.

To discuss this excellent opportunity please contact Sam Negbenebor at Financial Divisions

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.