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Junior Financial Planning Administrator

Heat Recruitment
Posted 13 hours ago, valid for a month
Location

St. Albans, Hertfordshire AL3 6JZ, England

Salary

£40,000 - £48,000 per annum

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Contract type

Full 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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  • This position is for an IFA administrator at a respected firm in St Albans specializing in financial planning, savings, investments, and retirement planning.
  • The role offers a salary of up to £25,000 and requires previous experience in a similar position within an IFA practice.
  • Candidates should have some knowledge of investment products such as ISAs, pensions, and bonds, along with strong communication skills.
  • The company promotes a positive culture and provides support for learning and development, with hybrid working options available.
  • Benefits include 28 days of holiday, life assurance, income protection, and exam support after the probationary period.

This is a great opportunity for someone looking to get into the world of financial planning

An exciting opportunity for an administration has opened at a highly regarded IFA firm that specialises in all aspects of savings, investments and retirement planning for someone to join the team based in St Albans.

This company prides itself on the amazing culture they have developed over the years. They would like another friendly individual to join them, where you can have fun and grow. This is an established company with L&D and team leaders to help support you through onboard and to help you advance your knowledge/ career.

Benefits:

  • Up to £25,000
  • 28 days holiday plus bank holidays
  • Life assurance
  • Income protection
  • DIS
  • Pension
  • Flexible benefits platform.
  • Hybrid working - 3 days in the office
  • Exam support after probationary period

Skills/ Requirements:

  • Previous experience in a similar role within an IFA Practice
  • Some knowledge of investment products ISAs, Pensions, Bonds
  • Confident and competent communication skills, verbal and written

If this specific IFA administrator vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren’t necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: IFA administrator, client services administrator, financial planning administrator, private client administrator, Client liaison, Adviser support

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.