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Financial Planning Coordinator

2 months ago

Fareham, Hampshire, United Kingdom Heat Recruitment Full time
Exciting Opportunity for an IFA Administrator

An exceptional chance has arisen for a skilled IFA administrator to join a highly respected IFA firm in Fareham. This company prides itself on its outstanding culture and offers a supportive environment for growth and development.

Key Benefits:
  • Competitive salary up to £32,000
  • 28 days holiday plus bank holidays
  • Life assurance
  • Income protection
  • DIS
  • Pension
  • Flexible benefits platform
  • Hybrid working - 2 days in the office
  • Exam support after probationary period
  • Parking
Requirements:
  • Previous experience in a similar role within an IFA Practice
  • Knowledge of investment products ISAs, Pensions, Bonds
  • Confident and competent communication skills, verbal and written
  • Any Financial Services qualifications are desired

If this specific IFA administrator vacancy is not exactly what you are looking for, please contact us to discuss other opportunities we may be recruiting for that aren't necessarily advertised. You can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: IFA administrator, client services administrator, financial planning administrator, private client administrator, Client liaison, Adviser support