Ifa Administrator

4 weeks ago

Wilmslow, United Kingdom Heat Recruitment Full time

The opportunity for a Financial Planning Administrator to join a leading Financial Services Practice which provides a highly personalised financial planning and investment management service.

**The Opportunity**

During a period of growth, our client is looking for someone to provide high quality technical administration and analytical support to the successful Financial Planners of the business.
**Responsibilities include**:

- processing new business
- preparing client meeting review packs
- producing valuations/fund switches
- sending LOAs and liaising with 3rd party providers

The firm provide study support (CII), rapid career progression and also flexible working

**What’s next?**

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

**Synonyms**:Client Services Administrator, Sales Support, IFA Admin, Business Support, Wealth Administrator, Financial Administrator, Financial Services Administrator, Financial Planning Administrator, Client Support, Wealth Management Administrator,Client Delivery

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