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Financial Planning Administrator

Heat Recruitment
Posted 25 days ago, valid for 10 days
Location

Milton Keynes, Buckinghamshire MK10 9QA

Salary

£25,000 - £35,000 per annum

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Contract type

Full Time

Life Insurance

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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  • Salary: Not specified
  • Year of experience required: Previous experience in a Financial Services Administration role
  • Leading and successful client is looking for an IFA Administrator to provide client-facing, administrative support
  • Benefits include a transparent team bonus scheme, exam support, free onsite car parking, charity day, and more
  • Candidates need to have excellent communication, interpersonal, and organisational skills, as well as experience using IT Systems and Software

Are you an experienced Financial Planning Administrator looking to pursue a new opportunity? We are supporting a leading and successful client that is looking to bring on an IFA Administrator to provide client-facing, administrative support within the the business.This Savings and Investments firm prides itself on a strong values-focused work culture that encourages training and study support progression. They are technologically forward-thinking, and have a strong history of promoting within.

Benefits:

  • Transparent team bonus scheme
  • Exam support with bonuses
  • Free onsite car parking
  • Charity day
  • Wonderful work environment
  • After your 6 month probation hybrid working is available
  • Staff gym
  • Access to electric car charging
  • Pension (Salary Exchange)
  • Valuable Life Assurance for your loved ones
  • Private medical insurance
  • Optional health screening

To be considered for this IFA Admin opportunity, candidates need to have -

  • Previous experience in a Financial Services Administration role
  • Excellent communication, interpersonal and organisational skills
  • Experience using IT Systems and Software including platform/provider websites and portals

What's next?

Apply today to be considered for this 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. Client Support, Technical Support, Adviser Assistant, Financial Planning Admin, IFA Admin, 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.