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Financial Planning Administrator

Heat Recruitment
Posted 18 days ago, valid for 25 days
Location

Stansted, Essex CM24 1QH, England

Salary

£30,000 - £36,000 per annum

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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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  • Our client is a reputable Wealth Management firm seeking an IFA Administrator due to an internal promotion.
  • The salary for this position ranges from £30,000 to £35,000, and candidates are required to have at least 2 years of IFA administration experience.
  • The role offers a supportive team environment and the flexibility of hybrid working with options to work from home a few days a week.
  • Additional benefits include study support, private medical insurance, a health cash plan, and parking.
  • Interested candidates should apply to discuss this opportunity further with a specialist consultant.

Our client is a highly reputable and award-winning Wealth Management firm that provides effective investment management and financial planning for their clients.

Due to an internal promotion, a position has arisen for an IFA administrator to join the team. You will have the opportunity to work in a supportive team environment with a great office atmosphere, whilst also benefiting from the option to work from home a couple of days a week.Benefits:

  • Salary bracket is £30,000 - £35,000
  • Open to part time applicants
  • Study support and leave
  • Private Medical
  • Health cash plan
  • Parking
  • Nice open plan office
  • Hybrid working
  • And much more...

To be considered for this IFA Administrator opportunity, candidates need to have:

  • Previous 2years of IFA admin experience within an IFA Practice
  • Strong technical Pensions & Investment knowledge
  • Working towards financial service exams (or at least an interest to do so)
  • Ability to work well with others

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 prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career

Client service, paraplanner, IFA administrator, Adviser support, Paraplanner Assistant, Investments, CII, IFA Admin, Wealth Management, Financial Planning, Financial Adviser, Financial Services Administrator

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.