IFA Administrator

The Client

Our client is a bespoke and Chartered Financial Planning practice based in West Yorkshire. They provide themselves on providing high-quality and tailored financial advice to HNW individuals and have excess of GBP100M client investments and plans under their direction.

The Opportunity

During a period of growth, our client is looking for someone to provide high quality technical administration and analytical support to the successful Financial Planners of the business. You will be responsible for processing and monitoring complex business, both new and existing. You will have the opportunity to work in a supportive team environment where progression is strongly supported.

In addition, you will be provided with study support for CII qualifications and a competitive salary.

What's needed to be considered

In order to be considered for this unique opportunity, candidates need to have -

Previous experience within a Financial Planning role

Professional communication manner, both written and verbally

Any Financial Services qualifications are desired

What's next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive GBP200 in vouchers if we assist them in securing a new career.

Synonyms: Client Services Administrator, Sales Support