Ifa Administrator

3 months ago

Cobham, United Kingdom CV-Library Full time

The opportunity for a Financial Planning Administrator to join a well-established Financial Services Practice based near Cobham has arisen.

We are looking for someone to provide high-quality technical administration and analytical support to the successful Financial Planners of the business.

Benefits:

* 25day plus bank holidays

* Pay for study towards Financial Service exams

* Offer 5% pension contribution

* 4 x salary - DIS

* Discretionary Bonuses

* Great staff retention - friendly environment

To be considered for this IFA Administrator opportunity, candidates need to have:

* Previous experience in a Financial Planning role

* Professional communication manner, both written and verbally

* Strong understanding of investments and pensions

* Any Financial Services qualifications are desired

What’s next?

Apply today to be considered for this Adviser Support opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail before submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: Client Services Administrator, Sales Support, IFA Admin, Adviser Support, Financial Planning Administrator, Financial Service Support

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