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IFA Administrator

2 months ago

Chester, Cheshire, United Kingdom Heat Recruitment Full time

About the Role:

This is an exciting opportunity for an experienced IFA Administrator to join a leading financial planning and investment company as a vital part of the financial planning process. The successful candidate will support several highly successful advisers and their high net worth (HNW) clientele, working in a dynamic environment that provides industry-leading training and development opportunities.

About the Company:

The company is a market leader in the industry, with over 30 years of experience in providing financial planning and investment services to private clients, corporations, HNW individuals, and financial services professionals across the UK. They have a strong focus on diversity and inclusion, and offer a range of benefits to their employees, including parking, discretionary annual bonuses, and private medical insurance.

Key Responsibilities:

  • Supporting several highly successful advisers and their HNW clientele
  • Providing administrative support for the financial planning process
  • Dealing with a range of clients and confident in the processes involved in an Administrator role
  • Strong communication skills

What We Offer:

  • Parking onsite
  • Discretionary Annual Bonus
  • 10% Employer Pension Contribution
  • Private Medical Insurance
  • Life Assurance
  • Annual Leave - minimum of 25 days
  • Additional days off at Christmas
  • Discounted gym membership

Requirements:

  • 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 confident in the processes involved in an Administrator role
  • Strong communication skills