Financial Planning Administrator - Heat Recruitment : Job Details

A Financial Planning firm based in Leatherhead specialising in advising on Pensions, Investments, Inheritance Tax planning and Wealth Management is looking for an ambitious individual to join.

They are looking for an IFA Administrator to work one-on-one with the Adviser (Director) and trainee IFA. They are ideally looking for someone keen to join a small company with growth plans, so promotions and development will be on the table.

As an IFA Administrator, you will be responsible for a range of tasks, including:

• Updating client records
• Preparing financial reports
• Producing cash flow models
• Conducting research on financial products and services
• Providing administrative support to financial advisers

On Offer

• £28,000 - £34,000
• Hybrid working
• A supportive work environment
• DIS
• 25days holiday plus bank holiday
• Opportunities for professional development

What's next?

Apply today to be considered for this IFA Administrator opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail before submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations and 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: Client Services Administrator, Sales Support, Client Support Administrator, Business Support, Client Delivery, Adviser Support, IFA, Wealth Management, Financial Planning, Wealth Admin, IFA Administrator #LI-LW1 #LI-hybrid