Ifa Administrator

1 month ago

Mansfield, United Kingdom Heat Recruitment Full time

The opportunity for a Financial Planning Administrator to join a well-established Financial Services Practice in Mansfield which provides a highly personalised financial planning 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.

Key Responsibilities
- Preparation of existing client valuations/files for review meetings
- Processing new business submission for investments, pensions and protection
- Obtaining illustrations and product information from providers

What's on offer?
- bi-annual bonuses
- fully funded exam support
- contributory pensions scheme
- exam pass bonuses
- 20 days holiday + bank holidays (rises with each completed year of service)

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, Client Support, IFA Admin, Business Support, Wealth Administrator, Financial Planning, Financial Services,

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