Financial Services Administrator

4 weeks ago


Birkenhead, Wirral, United Kingdom Heat Recruitment Full time
Exciting Opportunity for IFA Admins

We are working with a reputable Financial Advice practice in the Wirral, who recently became part of a larger organisation, made up of various IFA firms.

They are looking to expand their departments with both Paraplanners and IFA Admins, which would take their team to a 30+.

Requirements:
  • Current experience of working as an IFA Admin within an IFA / Wealth environment
  • Ideally working towards their diploma
  • Strong telephone and admin skills
  • Good knowledge of Pensions / Investments & ideally Trusts / IHT
  • Confidence in managing workload and prioritising tasks
What We Offer:
  • Competitive salary of £25-30K depending on experience and qualifications
  • Monday to Friday, hybrid working
  • Opportunities to work up to Paraplanning and Adviser level
  • Salary reviews
  • Financial support for additional exams including chartered
  • Pension

If you are interested in discussing this opportunity further, please contact Sam at Heat's Manchester office.



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