IFA Administrator

1 month ago


Milton Keynes Buckinghamshire, United Kingdom Independent Resourcing Consultancy Ltd Full time

IFA Administrator

IRC is working with a friendly financial services firm who is seeking an experienced IFA Administrator to join our team. This is an excellent opportunity for someone looking to progress their career and become a Financial Adviser over time with study and exam support along the way, as well as £1000 added to your salary for every exam you pass to becoming Level 4 qualified.

Responsibilities:

· Provide administrative support to our team of Financial Advisers.

· Maintain client records and handle client queries.

· Assist in the preparation of client reviews and financial plans.

Qualifications:

· Previous experience in an IFA Administrator role.

· Excellent communication and organizational skills.

· A strong desire to progress in the financial advisory field.

Benefits:

· Competitive Salary

· Excellent company benefits

· We will cover all costs for study and exams towards becoming Level 4 qualified.

· For every exam you pass on your journey to becoming Level 4 qualified, we will reward you with a £1000bonus.

If you are ambitious, have a passion for financial planning, and are looking for a supportive environment to grow and develop, then this is the perfect role for you. Apply today to take the next step in your career.

#J-18808-Ljbffr
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