Financial Planning Administrator

Are you an experienced Financial Planning Administrator looking to pursue a new opportunity?

We are supporting a leading and successful client that is looking to bring on an IFA Administrator to provide client-facing, administrative support within the the business.

This Savings and Investments firm prides itself on a strong values-focused work culture that encourages training and study support progression. They are technologically forward-thinking, and have a strong history of promoting within.

Benefits:

• Transparent team bonus scheme
• Exam support with bonuses
• After your 6 month probation hybrid working is available
• Free onsite car parking
• Charity day
• Wonderful work environment
• Staff gym
• Access to electric car charging
• Pension (Salary Exchange)
• Valuable Life Assurance for your loved ones
• Private medical insurance
• Optional health screening

To be considered for this IFA Admin opportunity, candidates need to have -

• Previous experience in a Financial Services Administration role
• Excellent communication, interpersonal and organisational skills
• Experience using IT Systems and Software including platform/provider websites and portals

What's 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 before submitting your CV to the client.
Client Support, Technical Support, Adviser Assistant, Financial Planning Admin, IFA Admin, Adviser Support