IFA Administrator

Heat Recruitment
Bristol, Avon
08 Jul 2017
07 Aug 2017
Contract Type
Full Time

The Client

This is a highly reputable and industry recognised financial planning and wealth management firm. Established for over 20 years, they are well known for providing complete financial advice to private clients, business and HNW clientele as well as investment solutions to financial services professional across the UK.

The Opportunity

Due to growth, this company is now looking to welcome a financial services administrator to the team to provide Adviser and Client support for new and existing clients. This position is fundamental in ensuring Advisers and the company continue to provide the excellent service expected of them, and you will join a friendly and supportive team that will provide full training. You will also be given the opportunity to gain industry qualifications as well as progress internally within the business.

What’s needed for me to be considered?

  • Previous financial services experience in an IFA or regulated environment
  • Excellent communication, organisation and relationship building skills
  • Progression towards Diploma in Financial Planning (Advantageous)

What next?

Apply today to be considered for this 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. 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 in vouchers if we assist them in securing a new career.

Job Synonyms:

IFA Administrator, Financial Services Administrator, Adviser Support, Financial Planning Assistant, Client Services Administrator, Client Services Executive, Sales Support Administrator