Ifa Administrator
2 weeks ago
The story goes that John F Kennedy was visiting NASA HQ in 1961. On the tour he asked a janitor what he did there.
**"I'm helping put a man on the moon".**
He understood the vision. He had purpose. He felt part of it.
This Chartered IFA practice has the same ethos. Advisers aren't on pedestals. A premium service offering isn't just about what happens at client meetings. To be a first class business you need to deliver on all fronts and the support you'll give to advisersis vital.
**This is a small firm (8 employees) but one that will do wonders for you. It deals with wealthy clients so you’ll develop your technical skills. You’ll be sat next to paraplanners and financial planners whose knowledge will rub off. There's encouragementto take exams and develop (e.g. paraplanning). And you’ll know you'll make a difference.**You get an attractive salary (to £30,000) and 28 days holiday. And whilst it's an office-based role you aren't tied to 9-5. 7-3, 8-4, 10-6... work whatever works for you.**
You'll be an administrator for a financial planning firm. You’ll process new business, prepare client meeting packs and deal with clients. You'll have experience of using Intelliflo and be comfortable using platforms. But conscientiousness is more importantthan length of experience.
**Want to feel like the janitor? Send us a CV or a way of contacting you. We will be in touch.
-
Ifa Administrator
2 weeks ago
Wilmslow, United Kingdom Heat Recruitment Full timeThe opportunity for a Financial Planning Administrator to join a leading Financial Services Practice which provides a highly personalised financial planning and investment management 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...
-
Client Services Administrator
Found in: Talent UK C2 - 2 weeks ago
Wilmslow, United Kingdom CF30 Consulting (Independent Recruitment Consultancy) Full timeOur client is a well-established and UK regulated independent financial advice practice dedicated to helping individuals and families achieve their financial goals. With a strong commitment to providing holistic and tailored financial solutions, they are seeking an IFA Administrator to join their dynamic team and contribute to our mission of delivering...
-
Senior Client Servicing Administrator
2 days ago
Wilmslow, Cheshire, United Kingdom CF30 Consulting (Independent Recruitment Consultancy) Full timeOur client is a well-established and UK regulated independent financial advice practice dedicated to helping individuals and families achieve their financial goals. With a strong commitment to providing holistic and tailored financial solutions, they are seeking an IFA Administrator to join their dynamic team and contribute to our mission of delivering...
-
Client Services Administrator
2 days ago
Wilmslow, Cheshire, United Kingdom CF30 Consulting (Independent Recruitment Consultancy) Full timeOur client is a well-established and UK regulated independent financial advice practice dedicated to helping individuals and families achieve their financial goals. With a strong commitment to providing holistic and tailored financial solutions, they are seeking an IFA Administrator to join their dynamic team and contribute to our mission of delivering...