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IFA Administrator

Heat Recruitment
Posted 13 hours ago, valid for 15 days
Location

Sevenoaks, Kent TN14, England

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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  • We are seeking a talented candidate administrator for a busy financial adviser practice.
  • The ideal candidate should be organized, detail-oriented, and passionate about delivering exceptional client experiences.
  • Applicants must possess a minimum of 3 years' administration or client service experience in the wealth management sector.
  • Strong teamwork and excellent IT skills are essential, with preferred experience in Intelligent Office and similar platforms.
  • The position offers a highly competitive salary and the option to work extensively from home after initial training.

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

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.