Financial Planning Administrator
My client is a well respected IFA practice that seeks to build a long term, trusting relationship with their clients by providing their financial planning services to their clientele both at the outset and as an ongoing service.
They embrace the use of new technology and have a well-qualified support team assisting the IFA’s to make the best decisions for their clients.
They provide tailored financial planning advice and really go the extra mile to provide a personalised service.
A fantastic opportunity has been created for an experienced administrator to join a bespoke, growing business and work within a highly qualified team to provide assistance to the firms paraplanners and financial advisors.
Ideally you will have a strong track record of administrator and have experience of working closely with HNW clients on a regular basis as client contact will be regular.
What’s needed for me to be considered?
- Previous experience within the IFA practices is preferred
- Knowledge and understanding of the FCA regulations
- Effective communication, both written and verbal
- Have a professional, proactive and positive attitude
- Knowledge of Avelo and FE Analytics would be highly desirable
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 £200 in vouchers if we assist them in securing a new career.
IFA administrator, Financial planning administrator, private client support, paraplanner assistant, IFA support