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Financial Planning Administrator

Heat Recruitment
Posted a day ago, valid for 6 days
Location

Milton Keynes, Buckinghamshire MK10 9QA

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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  • A small Financial Services firm in Milton Keynes is hiring for an IFA Administration position with perks such as free on-site parking and the option to work from home.
  • The role offers a strong team-focused environment and opportunities for career development within a prestigious firm.
  • Candidates must have previous experience within an IFA practice, strong investment and pension knowledge, and excellent analytical and communication skills.
  • The position includes a company pension, a bonus scheme, and a Monday to Friday work schedule.
  • Salary details are not specified, but candidates should have relevant experience in the financial planning sector.

Are you looking for free on-site parking, the option to work from home and a bonus scheme as perks?

Then hopefully this IFA Administration position will be of interest to you as we are assisting a small Financial Services firm that focuses on providing a high quality financial planning service based in Milton Keynes in hiring.

You will be working in a strong team-focused environment where you can develop your career within a prestigious firm. Benefits:

  • Company pension
  • Free on-site parking
  • Work from home
  • Bonus scheme
  • Monday to Friday

To be considered for this Financial Planning opportunity, you'll need to have:

  • Previous experience within an IFA Practice
  • Strong Investment and Pension knowledge
  • High level of analytical capability and good communication skills
  • Able to build relationships with clients through uncompromised integrity and trust

Apply today to be considered for this Financial Planning 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 £200 if we assist them in securing a new career.IFA Administrator, Financial planning administrator, private client support, paraplanner assistant, IFA support, Client Liaison

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.