Ifa Administrator

2 months ago


Exeter, United Kingdom Heat Recruitment Full time

An opportunity has presented itself for an Administrator to join an established financial planning practice in Exeter.

As well as supporting the Financial Planners and Paraplanners with tasks, you will be required to provide a high level of service to the firm's existing and new clients.

Financial planning experience isnt required, however financial services expereince would be very beneficial. If you possess the right attitude and a willingness to learn this could be a great way to make a start in a career within Financial Planning.

**Key Responsibilities**
- Interaction with clients by all forms of communication
- Liaising with providers and other third parties
- Liaise with other members of the team to resolve problems
- Prepare paperwork for client meetings
- Assist with preparation of client valuations and reviews
- Arrange meetings / book appointments
- Update and maintain the firm’s records / registers, as required

**What's on offer?**
- 25 days holiday + bank holidays
- Pension sheme
- Educational and financial support with qualifications
- Supportive and family orientated culture

**What 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 Administrator, Business Support, Client Delivery, IFA Admin, Financial Planning Administrator, Financial Services Administrator


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