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Ifa Administrator

Heat Recruitment Ltd
Posted 20 hours ago, valid for 2 days
Location

Newbury, Berkshire RG14 5AN, England

Salary

£28000 - £34000/annum flexi, exam support, 33days hol

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Contract type

Full Time

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Sonic Summary

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  • The company is seeking an exceptional IFA Administrator to join their team, offering a flexible work environment with in-office attendance only once a week.
  • Candidates should have previous experience in a financial planning environment and possess strong communication skills.
  • The ideal candidate will demonstrate problem-solving abilities, attention to detail, and the capacity to manage complex schedules and deadlines.
  • The position offers a salary of £25,000 to £30,000, along with benefits such as exam support, pension, and 25 days of holiday plus bank holidays.
  • Interested applicants are encouraged to apply and may refer friends for a potential referral bonus of £200.

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.

Theideal IFA Administrator for the job will be a problem solver with excellent communication skills and impeccable attention to detail. Youwill 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 plus bank 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 prior to 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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