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Financial Planning Assistant

2 months ago

Luton, Luton, United Kingdom Vision-FS Recruitment Full time
IFA Administrator Opportunity

We are seeking an experienced IFA Administrator to join our growing team at Vision-FS Recruitment, a leading Financial Services Recruitment business covering the UK FS market.

About the Role

The successful candidate will provide support to a friendly team of Financial Advisors, working as part of a team to deliver a modern financial planning experience. This is an excellent opportunity to join a forward-thinking and expanding company where the rewards and career progression are excellent.

Key Responsibilities
  • Provide administrative support to a team of Financial Advisors
  • Liaise and communicate with internal and external stakeholders
  • Work as part of a team to deliver a modern financial planning experience
  • Support the growth and development of the business
Requirements
  • Organised and able to work as part of a team
  • Good communication skills
  • Ideally experience of working in an IFA business
What We Offer
  • Competitive package and career progression
  • Continuous training and support
  • Flexible working- hybrid home/office working

We are looking for a motivated and experienced IFA Administrator to join our team. If you are passionate about financial services and have a strong administrative background, we would love to hear from you.

Synonyms: Paraplanner, IFA Support, IFA Administrator, Report Writing, Independent Financial Advisor, Financial Advisor, Financial Adviser, Financial Planner, Wealth Adviser, Financial Planning, IFA, Wealth Planning