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IFA Administrator (Part time)

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

Reading, Berkshire RG30 3HG

Contract type

Part 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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  • A well-respected Wealth Management firm is seeking a part-time IFA Administrator to join their Financial Planning Support team.
  • The position offers a salary of £35,000 FTE for a maximum of 22.5 hours per week, along with a 5% pension contribution and 25 days of holiday plus bank holidays.
  • Candidates should have knowledge of FCA regulations, expertise in investments and pensions, and effective communication skills.
  • The firm promotes a friendly and professional working environment, with opportunities for career development and exam support.
  • Applicants are encouraged to apply today, and there is a referral bonus of £200 for referring a friend who secures a new career through the firm.

A well-respected Wealth Management firm that seeks to build long term, trusting relationships with their clients. There is a great community feel here throughout the company, with a very friendly and professional working environment.

This is a fantastic part-time position within the Financial Planning Support team due to a full-time member wishing to deduce their hours to part-time. You will be working closely with the line manager, existing team and clients of the company.They can offer genuine career development by having such a broad proposition on offer as well as offering exam and study support for people looking to further their technical knowledge and qualifications.Benefits:

  • Hybrid working, flexible hours
  • Max 22.5 hours a week
  • £35,000 FTE
  • 5% pension contribution
  • 25 days plus bank holidays
  • Lots of time off around the festive period
  • Extra employee benefits - offers the chance for you and your family members to have life insurance

What’s needed for me to be considered?

  • Knowledge and understanding of the FCA regulations
  • Strong expertise in investments and pensions
  • Effective communication, both written and verbal
  • Have a professional, proactive and positive attitude

Apply today to be considered for this IFA Admin 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.