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Financial Services Administrator
1 month ago
About the Role:
We are seeking an experienced IFA Administrator to support our successful advisers and HNW clientele with financial planning needs. This is a fantastic opportunity to join a leading industry firm with industry-leading training & development and exam support towards chartered status.
Key Responsibilities:
- Previous experience within Financial Planning in an IFA Administrator support role.
- Understanding of the full financial planning & corporate advice process.
- Experience dealing with a range of clients and confidence in the processes involved in an Administrator role.
- Strong communication skills.
Estimated Salary: £25,000 - £30,000 per annum.
About Us:
This is an award-winning financial planning and investment company with an excellent reputation within the industry. We specialise in providing a wide range of services to private clients, corporations, HNW individuals, and financial services professionals across the UK.