Bracknell
The opportunity for an IFA Administrator to join a fantastic Financial Services firm part-time on 3days a week. They focus on providing a high quality financial planning and investment management service.
The Opportunity
A position has arisen for an experienced IFA Administrator to support successful Financial Planners. The candidate will be assisting with admin, assisting the Financial Planners and ensuring the business runs smoothly with other administrators. This is a very close knit firm, who will welcome you as family in a relaxed but professional environment. The clients are open with the logistics of the successful applicants working hours, allowing for a great work life balance.
What’s needed to be considered?
- Previous experience within a fast-paced IFA Practice
- High level of analytical capability and good communication skills
- Experience using financial software
- Good Pensions & Investments product knowledge
What next?
Apply today to be considered for this part time IFA 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 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: report writer, financial planner, technical sales support, technical planner, para planner, paraplanner, suitability, administrator, IFA