Ifa Administrator

1 week ago

Fleet, United Kingdom Heat Recruitment Full time

Assisting a client with expansion plans... there are three new roles As a Financial Planning Administrator are you interested in joining a well-established Financial Services Practice based in Fleet, if so this could be for you.
They have a fantastic reputation and are highly respected. There is a great community feel here throughout the company, with a very friendly but professional working environment.
This is a fantastic position for an experienced administrator to join a growing firm that can offer genuine career development by having such a broad proposition on offer as well as offering exam and study support for people looking to further their technicalknowledge and qualifications. After initial training, occasional remote working is on offer.
**What’s needed for me to be considered?**
- Previous experience within an IFA firm
- Knowledge and understanding of the FCA regulations
- Effective communication, both written and verbal
- Have a professional, proactive and positive attitude

**What's next?**
Client Service Administrator, IFA administrator, Financial planning administrator, private client support, paraplanner assistant, IFA support

  • Assistant Financial Planning Administrator

    4 days ago

    Fleet, United Kingdom Ortus PSR Full time

    This is a great opportunity for someone who is looking to get into the Wealth Management industry to join a national IFA firm. You will be joining a full service wealth management house who provide a personal, independent and bespoke wealth management service to high net worth clients. The company are very much a ‘new model’ financial services business...