IFA Administrator

Heat Recruitment

Posted 6 hours ago, valid for 5 days

Sevenoaks, Kent TN14, England

£25,000 - £30,000 per annum

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

We are seeking a talented candidate administrator to join a busy financial adviser practice.
The ideal applicant must be organized, detail-oriented, and passionate about delivering exceptional client experiences.
A minimum of 3 years' administration or client service experience in the wealth management sector is required.
Candidates should be great team players with excellent IT skills, preferably with experience on Intelligent Office and related platforms.
Our client offers a highly competitive salary and the opportunity to work extensively from home after initial training and induction.

We are looking for a talented candidate administrator to join a busy financial adviser practice. The successful applicant must be organised, have excellent attention to detail and be passionate about helping to deliver an exceptional client experience.

Applicants must have a minimum of 3 years' administration/ client service experience within the wealth management sector.

You must be a great team player with excellent IT skills, ideally with extensive experience on Intelligent Office and platforms.Our client are offering a highly competitive salary and the opportunity to work extensively from home if preferred after initial training and induction.

Apply now in a few quick clicks

IFA Administrator

Financial Planner

Senior Financial Planner

Financial Planner