Financial Planning Administrator
3 weeks ago
Heat Recruitment Ltd is seeking an experienced Financial Planning Administrator to join their team. As an IFA Administrator, you will play a vital role in supporting several highly successful advisers and their HNW clientele.
Key Responsibilities:
• Provide administrative support to financial planners and their clients
• Maintain accurate records and databases
• Ensure compliance with industry regulations and standards
What We Offer:
• Competitive salary and benefits package
• Opportunities for career development and professional growth
• Collaborative and dynamic work environment
Requirements:
• Previous experience in a financial planning or IFA administration role
• Strong understanding of financial planning and corporate advice principles
• Excellent communication and organizational skills
Apply now to take the first step in your career as a Financial Planning Administrator.
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Chester, Cheshire, United Kingdom Heat Recruitment Ltd Full timeJob Description:Heat Recruitment Ltd is seeking an experienced IFA Administrator to join their team in Chester. The ideal candidate will have a strong understanding of the financial planning process and excellent communication skills.Key Responsibilities:Provide administrative support to several successful IFA advisers and their HNW clientele.Work in a...
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Financial Planning Professional
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