Financial Planning Administrator home and office working
1 month ago
Recruit UK, are working with a Financial Planning firm in Nottingham, looking for an IFA administrator to join their team.
The company pride itself in providing reliable financial advice in a variety of areas, they deal predominantly with HNW clients - demonstrating their continuous success in the financial services industry and quality of advice.
They are looking for someone to liaise with third-party providers, process new business, obtain valuations and illustrations and help with general administration tasks.
Our clients are a long-established Financial Advice Firm and are seeking a proactive IFA administrator to join their ever-growing team.
Annual discretionary bonus
Generous Holiday allowance - increasing over time served
Long-Term Sickness Policy
Pension contribution
Working from home flexibility past probation
A minimum of 2 years’ financial planning administration experience
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