IFA Administrator

  • Shortlist
Location Sevenoaks
Salary £20,000 - £25,000 Per Annum
Type Permanent
Consultant Rebecca Pink
Ref 49216

The opportunity for a Financial Planning Administrator to join a small IFA firm based in Sevenoaks who provide holistic financial planning to private and corporate clients

The Opportunity

Our client is looking for someone to provide high quality technical administration and analytical support to the successful Financial Planners of the business. You will be responsible for processing and monitoring complex business, both new and existing. You will have the opportunity to work in a supportive team environment 

What’s needed to be considered

In order to be considered for this unique opportunity, candidates need to have –

  • Previous experience within a Financial Planning role
  • Professional communication manner, both written and verbally
  • Financial Services qualifications (desirable)
  • Experience using Intelligent Office (desirable)
  • Experience processing new business (desirable)

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.

Synonyms: Client Services Administrator, Sales Support, Financial Planning Administrator