IFA Administrator

4 weeks ago


Chester, Cheshire, United Kingdom Heat Recruitment Ltd Full time £28,000

strongJobTitle:/strongIFAAdministratorbrbrstrongAbouttheRole:/strongbrWeareseekinganexperiencedIFAAdministratortojoinourteamandsupportourhighlysuccessfuladvisersandtheirHNWclientele.AsanIFAAdministrator,youwillplayavitalroleinthefinancialplanningprocess,providingadministrativesupportandensuringthesmoothoperationofourfinancialplanningservices.brbrstrongKeyResponsibilities:/strongbrProvideadministrativesupporttoouradvisersandtheirclientsbrAssistwiththepreparationoffinancialplansandreportsbrMaintainaccuraterecordsanddatabasesbrDevelopandmaintainstrongrelationshipswithclientsandadvisersbrStayup-to-datewithindustrydevelopmentsandbestpracticesbrbrstrongWhatWeOffer:/strongbrCompetitivesalaryandbenefitspackagebrOpportunitytoworkwithahighlyexperiencedteaminadynamicandsupportiveenvironmentbrIndustryleadingtraininganddevelopmentopportunitiesbrDiscretionaryannualbonusandpensionschemebrPrivatemedicalinsuranceandlifeassurancebrAnnualleaveandadditionaldaysoffatChristmasbrDiscountedgymmembershipbrbrstrongRequirements:/strongbrPreviousexperienceinafinancialplanningorIFAadministratorrolebrUnderstandingofthefullfinancialplanningandcorporateadviceprocessbrExcellentcommunicationandinterpersonalskillsbrAbilitytoworkaccuratelyandefficientlyinafast-pacedenvironmentbrStrongattentiontodetailandorganizationalskillsbrbrstrongHowtoApply:/strongbrIfyouareamotivatedandexperiencedIFAAdministratorlookingforanewchallenge,pleasesubmityourapplication,includingyourCVandacoverletter,tous.Welookforwardtohearingfromyou.



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