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St. Albans, Hertfordshire
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Financial Planning Administrator

Financial Planning Administrator

Heat Recruitment

Posted a day ago, valid for 17 days

St. Albans, Hertfordshire AL3 6JZ, England

Full Time

Life Insurance

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Sonic Summary

An exciting opportunity exists for a Financial Planning Administrator to join a successful firm in St. Albans.
The role involves providing compliant support to financial advisers, enabling them to deliver high-quality advice and solutions to clients.
Candidates should have previous experience within an IFA or Financial Planning Practice and a strong knowledge of financial products, particularly Pensions and Investments.
The salary for this position ranges from £25,000 to £32,000, with additional benefits including private medical insurance and a pension contribution.
Flexible working hours and hybrid working options are available after probation, making this a fantastic opportunity for growth within a supportive team.

An exciting opportunity for an ambitious Financial Planning Administrator to join a successful Financial Planning firm, based out of their beautiful St. Albans office. Focusing on providing a high quality financial planning and investment management service to its valued clients, this firm has built a sound reputation within the industry and is ever growing in stature.During a period of key expansion, our client is looking for an IFA Administrator to provide a first-class compliant support service to the financial advisers of the practice enabling them to deliver appropriate advice and solutions to clients in all areas of financial planning. Working within a friendly, and close-knit team this is a fantastic opportunity for an Administrator to come on board and share their knowledge with the existing team, helping them grow and develop.Benefits:

£25,000 - £32,000
Private Medical Insurance: Single cover as standard, cover can be increased at your own cost
Life assurance
Pension contribution
Exam support and funding
25 days holiday + Bank Holidays
Shared parental leave
9am - 5:30pm with flexible working
Hybrid working after probation/ training

What’s needed to be considered for this IFA Admin position?

Previous experience within an IFA or Financial Planning Practice
Comfortable with New Business processing
A strong knowledge of financial products, particularly Pensions and Investments
Team player, eager to share knowledge previously obtained as well as learn on the job

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 before submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.Synonyms: IFA Admin, Financial Planning Support, Financial Adviser Assistant, Adviser support, Client Services Administrator, Sales Support, Technical Sales Support, Technical Planner

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