IFA Support Professional

3 days ago


Harpenden, Hertfordshire, United Kingdom Heat Recruitment Ltd Full time
Job Overview: Our client, a well-established Financial Planning business, is seeking an experienced IFA Support Professional to join their dynamic team. As a trusted advisor, you will provide expert administrative support to Financial Planners, helping them deliver exceptional client service and achieve business goals.

Your key responsibilities will include managing paperwork, maintaining accurate records, and liaising with clients and providers via email and over the phone. You will work closely with the team to ensure seamless communication and delivery of services. With opportunities for career growth and professional development, this role is perfect for someone looking to take their career to the next level.

We are looking for an individual with previous experience as an administrator in an IFA Practice, a good understanding of investment and pensions, and a positive attitude. If you are passionate about delivering exceptional client service and want to make a real difference, please apply today.

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