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IFA Administrator

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

Newbury, Berkshire RG14 2LA, England

Salary

£24,000 - £28,800 per annum

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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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  • The company is seeking an exceptional IFA Administrator to support their team, with a focus on problem-solving and communication skills.
  • Candidates should have previous experience within a Financial Planning environment, along with a strong understanding of FCA regulations.
  • The position offers flexible working hours and the opportunity to work from home once a week, with additional benefits including exam support and 25 days of holiday.
  • The ideal candidate should be able to multitask, manage complex schedules, and maintain a proactive attitude.
  • Salary details were not specified, but candidates should apply if they meet the experience requirements.

Do you only want to go into the office once a week?

At this company, they owe their success to their people and processes. The administrator and paraplanners are the supportive force behind both, and they are currently seeking someone exceptional to join.The ideal IFA Administrator for the job will be a problem solver with excellent communication skills and impeccable attention to detail. You will have previous experience within a Financial Planning environment. The ability to multitask, manage complex schedules, and meet changing deadlines is essential to the position.Benefit from:

  • Exam support
  • Flexi working hours
  • Home working - once a week (More for training/onboarding)
  • Pension
  • 25days holiday
  • And more so give me a call to discuss...

What do you need to be considered for this administered position?

  • Previous experience within a financial planning practice
  • Good communication skills - written and verbal
  • FCA understanding of regulations and products, and their practical application
  • Have a professional, proactive and positive attitude

What's next?

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 £200 when we assist them in securing a new career!

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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.