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Financial Planning Administrator

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Location

Westerham

Salary £20000 - £30000
TypePermanent
WorkplaceHybrid
Ref84811

Recruiter Managing This Role

This is a highly reputable Independent Financial Advisory Practice that provides financial advice to Private and Corporate clients across the UK.

Specialising in Investments and Pensions this company have a unique Financial Planning process that focuses on building long term relationships that has resulted in high client retention and continued business growth.

Due to business growth this practice would like to welcome an IFA Administrator to join the team. You will be responsible for supporting several Advisers and Paraplanners and will benefit from exam support and future progression opportunities.

What’s needed for me to be considered?

  • Previous experience within an IFA Administrator position
  • Previous experience of working within a holistic financial planning environment
  • Industry knowledge of Investments, Pensions, Protection
  • Progression towards Diploma in Financial Planning (Advantageous)

What’s next?

Apply today to be considered for this Financial Planning Admin 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 IFA support opportunities that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.          

IFA Administrator, Adviser Support, Sales Support, Client Manager

Back To Financial Planning Administrator Job Description

Application For Financial Planning Administrator