IFA Administrator

Expiring today

Heat Recruitment
Altrincham, UK
17 Aug 2019
16 Sep 2019
Contract Type
Full Time
This is an opportunity for an experienced IFA Administrator to join an established firm that holds Chartered status. My client is looking to add to its back-office team to continue to provide outstanding service to their loyal client base. This is a chance to join a friendly and organised team that holds a wealth of experience in financial planning and wealth management.

The Opportunity:

As an established practice, our client is looking to take on an experienced IFA Administrator to help support their Chartered Financial Planner and deliver an outstanding service to their bespoke client-base. You will have the opportunity to work within a friendly, organised and experienced team that will help to enable you within the role.

In addition to a competitive salary, you will be provided with 25 days' paid holiday (plus Bank Holidays) and pension contribution from the firm.

What's needed for me to be considered?
  • Previous experience within an IFA practice is essential.
  • A strong knowledge of financial products, particularly pensions and investments.
  • Knowledge of Intelligence Office would be advantageous; however, training will be provided.
  • Able to use your own initiative as part of a small team to drive performance.

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.

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