Wealth Management Support Specialist

4 weeks ago


Newbury, United Kingdom Heat Recruitment Ltd Full time

About the Company:

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Heat Recruitment Ltd is a specialist recruitment agency that has been serving the needs of the finance and administration sector for years. We pride ourselves on our expertise, knowledge, and passion for delivering outstanding results.

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About the Role:

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This IFA Administrator position offers a unique opportunity for a skilled administrator to join our team and contribute to our success. As a key member of our team, you will provide administrative support to our advisers and clients, ensuring seamless delivery of services.

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Key Responsibilities:

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  • ">
  • Provide administrative support to our advisers and clients">
  • Manage complex schedules and meet deadlines">
  • Ensure accurate and timely completion of tasks">
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Requirements:

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To be considered for this role, you must have:

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  • ">
  • Previous experience within a financial planning practice">
  • Good communication skills - written and verbal">
  • FCA understanding of regulations and products, and their practical application">
  • A professional, proactive, and positive attitude">
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Benefits:

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As an IFA Administrator at Heat Recruitment Ltd, you can expect a competitive salary of £25,000-£30,000 per annum, plus benefits including flexible working hours, home working options, pension scheme, 25 days holiday, and more.

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Salary: £28,000 per annum (plus benefits)

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About Us:

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Heat Recruitment Ltd is a leading recruitment agency specializing in finance and administration roles. We pride ourselves on our customer-centric approach and commitment to delivering exceptional results.

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Estimated Salary: £28,000 per annum

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