IFA Administrator (Part time)

Heat Recruitment
08 Mar 2018
17 Mar 2018
Contract Type
Full Time

Job Title: IFA Administrator (Part time)

Salary: £20,000 - £25,000

Location: Bath

Hours: 20 - 25

The Client:

A highly reputable wealth management company who pride themselves on taking time to build a long-lasting relationship with their clients are currently looking to expand their back-office team. Based on the outskirts near the University of Derby, this is fantastic chance for someone to join a firm that can offer a great working environment and exam support whilst allowing you to work in a professional, friendly atmosphere.

The Opportunity:

This is a fantastic position for an experienced administrator to join a growing firm that can offer genuine career development by having such a broad proposition on offer as well as offering exam and study support for people looking to further their technical knowledge and qualifications.

You will part of an administrative team and will play an active part in supporting both the firms paraplanners and advisors.

What’s needed for me to be considered?

  • Previous experience within the IFA practices is preferred
  • Knowledge and understanding of the FCA regulations
  • Effective communication, both written and verbal
  • Have a professional, proactive and positive attitude

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 planning administrator, private client support, paraplanner assistant, IFA support

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