IFA Administrator

Heat Recruitment
07 May 2019
21 May 2019
Contract Type
Full Time

The opportunity for an experienced IFA Administrator to join a Chartered Wealth Management firm who offer bespoke financial advice to their growing client bank. They provide holistic financial planning and pride themselves on exceptional customer service

The Opportunity

During a period of key expansion, our client is looking for an IFA Administrator to support the successful Financial Planners of the business. The firm has the flexibility to mould the perfect opportunity around each person’s specific skillset, so the role can be tailored to exactly what you want. You will have the opportunity to work in a supportive team environment where progression is strongly supported.

What’s needed to be considered?

In order to be considered for this unique opportunity, candidates need to have -

  • Previous experience within a fast-paced IFA Practice
  • A desire to develop and progress within the company
  • High level of analytical capability and good communication skills

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 if we assist them in securing a new career.

Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner

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