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Financial Services Administrator

1 month ago


Chester, Cheshire, United Kingdom Heat Recruitment Ltd Full time
Job Title: Financial Services Administrator

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.