IFA Administrator

Heat Recruitment
Bath, UK
17 Aug 2019
16 Sep 2019
Contract Type
Full Time
My client is a highly reputable financial planning practice that prides themselves on the personal touch that they provide their clients. They provide tailored financial advice on a range of financial products Their office is situated in an excellent location within Bath, and have a comprehensive benefits package to go along with a competitive salary package. For the right candidate, this role could be parttime based on experience.

The Opportunity

Due to business growth, this practice would like to welcome an Administrator to the team. You will be responsible for supporting several advisers with administration support.

You will benefit from working in a small but highly experienced team, alongside full exam support as well as future progression opportunities as the business grows.

What's needed for me to be considered?
  • Previous experience within an IFA environment
  • Previous experience providing sales/administration support to financial advisers
  • Mortgage and Protection knowledge and online processing experience desirable
  • Progression towards Diploma in Financial Planning desirable

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.

Job Synonyms: IFA Administrator, Senior IFA Administrator, Junior Paraplanner, Paraplanner, Report Writer, Adviser Support

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