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Adviser Support

4 weeks ago


East Hertfordshire Hertfordshire, United Kingdom Heat Recruitment Ltd Full time

A growing company in Bishop Stortford is looking for an ambitious individual looking to develop their career within an established and growing IFA firm. The opportunity for a friendly, career-focused financial planning candidate has arisen due to growth plans and acquisitions. They are a well-established Financial Services Practice which provides a highly personalised financial planning service. With specialist expertise in investment management, pensions and mortgage solutions, they pride themselves on developing long-term financial plans for clients whilst delivering exceptional customer service. You will be working in a supportive team environment where progression is strongly supported - do you want to become an Adviser or Paraplanner? If so, please apply. Flexible hours / Team socials / Expanding business / Hybrid working What’s needed to be considered:

  • Experience within an IFA Practice covering investment and pensions
  • Working towards the Level 4 Diploma
  • Drive and ambition to grow this company
  • Excellent communication skills, both written and verbally
What’s next? Apply today to be considered for this adviser support opportunity. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career. IFA Admin, Client Service, Technical Support, Paraplanner, Paraplanning, Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner