Financial Planning Administrator

Heat Recruitment
14 Apr 2018
17 May 2018
Contract Type
Full Time

My client is a bespoke, well respected IFA practice that seeks to build a long term, trusting relationship with their clients by providing their financial planning services to their clientele both at the outset and as an ongoing service.

They embrace the use of new technology and have a well-qualified support team assisting the IFA’s to make the best decisions for their clients.

They provide tailored financial planning advice and really go the extra mile to provide a personalised service.

The Opportunity

This is a fantastic position for an experienced administrator to join a growing firm that can offer a varied and challenging position by allowing you to be a key part in the firms ongoing successes.

You will part of an administration team and be actively involved in the back-office process as a key member, handling the more technical and complicated cases whilst supporting the other administrators around you.

What’s needed for me to be considered?

  • Previous experience within the IFA practices is essential
  • FCA understanding of regulations and products, and their practical application
  • Effective communication, both written and verbal
  • Experience of working with Plum or Iress back office systems, Old Mutual, Aviva or Ascentric platforms would be advantageous.
  • Industry qualifications preferred but not essential

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, private client administrator, sales support administrator, financial planning support

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