IFA Administrator

  • Shortlist
Location Lincoln , Lincolnshire
Sector Financial Services
Salary £18,000 - £25,000 Per Annum
Type Permanent
Consultant Kate Black
Ref 51602
 

The opportunity for an experienced IFA Administrator to join a Wealth Management firm based in Lincoln that provide advice on financial planning, pensions, savings and investments, and wealth preservation.

The Opportunity

During a period of growth, our client is looking for someone to provide high quality technical administration, analytical and sales support to the successful Financial Planners of the business. 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 in an administration role (essential)
  • Previous experience within a Financial Planning role (desirable)
  • Proficient using Microsoft Office (essential)
  • Proficient using CRM systems (desirable)
  • Professional communication manner, both written and verbally
  • Any Financial Services qualifications are desired but not essential

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 £200 if we assist them in securing a new career.