Ifa Administrator

1 month ago


Chesterfield, United Kingdom Heat Recruitment Full time

IFA Admin, Investment Administrator, Pension Administrator, Adviser Support, Financial Service Admin, Financial Planning Support
Chesterfield
An established national IFA is looking to grow their IFA admin team and are in a position to consider someone with some prior experience.
The company has experienced steady growth over the past few years and has achieved this through developing strong relationships and their balance of professionalism and friendliness has a big part to play in their success.

They have created a culture where everyone pitches in so that the business remains client focused and can achieve its strategic goals.

Benefits: Progression is highly supported thanks to the 'Training Academy' with exams paid for, study days, and training provided. Plus 25 days holiday (rising with length of service) & Bank Holidays, Holiday Purchase Scheme, Life Assurance and Pension andCorporate Eyecare

What’s needed for me to be considered?
- Someone keen to develop a career within Financial Planning
- Previous experience working within a similar financial services environment would be benefical (bank, provider etc)
- Ideally currently working towards Financial services qualifications
- Excellent communication, both written and verbal, and attention to detail are essential to succeed

What's next?

Job Synonyms: IFA administrator, sales support administrator, financial planning support, adviser support, pension admin, investment administrator