The opportunity for a Financial Planning Administrator to join a small Practice in Hertford, who provide a personal, independent and bespoke wealth management service.
The director is look for an IFA administrator to join her and another adviser. They are looking for someone who will focus on the administration however is also keen to develop into a paraplanner for the business over time. You will be responsible for processing and monitoring business, both new and existing.
- Study support for CII qualifications
- Lots of hands on work with clients
- Whilst this is a small office, you have the backing of a larger company
Apply today to be considered for this IFA Administrator 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 if we assist them in securing a new career.
Synonyms: Client Services Administrator, Sales Support, Financial Planning Administrator, IFA, Financial Planning, Wealth Management, Financial Advisory, Financial Advice, Client Support, Adviser Support