Ifa Administrator

3 days ago


Birmingham, United Kingdom Heat Recruitment Full time

The opportunity for a Financial Planning Administrator to join a National Financial Services Practice who provide a personal, independent and bespoke wealth management service to high net worth clients.

**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. You will be responsible for processing and monitoring complex business,both new and existing. You will have the opportunity to work in a supportive team environment where progression is strongly supported.

In addition, you will be provided with study support for CII qualifications and a competitive salary.
**What's on offer?**
- Full CII support including payment of exams, textbooks and courses
- 33 days holiday (including BH) rising by 1 day per year to 35
- critical illness
- Death in 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, Financial Planning Administrator, IFA, Wealth Management


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