SonicJobs Logo
Left arrow iconBack to search

IFA ADMINISTRATOR, Sevenoaks, To c £34k, Hybrid

Financial Divisions
Posted 19 hours ago, valid for 3 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

info
  • My Client is a local independent firm that values first-class service and offers a great benefits package along with a hybrid working environment.
  • The position requires 2 years of experience in IFA Administration, providing an opportunity for personal and professional growth within a supportive team atmosphere.
  • The role involves becoming fully client-facing and includes responsibilities such as drafting letters, managing documents, and preparing for client meetings.
  • The firm offers full study support for RO exams and has a strong mentoring program to help employees achieve their personal goals.
  • Interested candidates can discuss this opportunity further with Camilla Howden at Financial Divisions, and the position offers flexibility with options for full-time or 4 days per week work.

Great benefits package, hybrid working, excellent working environment

My Client is a local independent firm where they take pride in the first-class service they provide to their Clients. Working with an inspiring team of people you will benefit from a very great team atmosphere where staff welfare is also very important. If you have 2 years’ experience within IFA Administration, this team could offer you the platform to achieve your personal goals.

Opportunity Highlights** You will be offered a warm welcome by this wonderful team** Opportunity to become fully Client facing with just 2 years IFA Admin experience required.

** Client is open to considering independent or restricted wealth management admin background

** Full study support for RO exams on offer** Become involved in drafting letters, document management, preparing for client meetings, servicing new business, attending any required meetings, ensuring back-office records are kept up on Intelligent Office.** Team is fully rewarded for their commitment and dedication to the business** Great mentoring programme to achieve your personal goals

** This opportunity is open to either full time or 4 days per week on a hybrid working basis after initial training/induction periodTo discuss this opportunity in more detail, please contact Camilla Howden at Financial Divisions.

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.