Financial Planning Administrator - Heat Recruitment : Job Details

Our client is a highly reputable and award-winning Wealth Management firm that provides effective investment management and financial planning for their clients.

Due to an internal promotion, a position has arisen for an IFA administrator to join the team. You will have the opportunity to work in a supportive team environment with a great office atmosphere, whilst also benefiting from the option to work from home a couple of days a week.Benefits:

• Salary bracket is £30,000 - £35,000
• Open to part time applicants
• Study support and leave
• Private Medical
• Health cash plan
• Parking
• Nice open plan office
• Hybrid working
• And much more...

To be considered for this IFA Administrator opportunity, candidates need to have:

• Previous 2years of IFA admin experience within an IFA Practice
• Strong technical Pensions & Investment knowledge
• Working towards financial service exams (or at least an interest to do so)
• Ability to work well with others

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 prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career

Client service, paraplanner, IFA administrator, Adviser support, Paraplanner Assistant, Investments, CII, IFA Admin, Wealth Management, Financial Planning, Financial Adviser, Financial Services Administrator