The opportunity for a Financial Planning Administrator to join an excellent Financial Planning firm who provide a personal, independent and bespoke wealth management service to high net worth clients.
Over the years they have developed a significant client bank of HNW clientele and have experienced year on year success via high client retention as well as consistent new business from internal client referrals.
Due to growth, this firm is now looking to welcome an experienced IFA Administrator to the team to support an adviser and their HNW clients. This position will provide the opportunity to broaden your knowledge and develop an expertise with pre and post retirement advice. You will benefit from working with highly experienced financials services professionals as well as exam support to gain additional qualifications and progress your career.
What’s needed for me to be considered?
- Previous experience of working in an IFA environment
- Evidence of supporting advisers with full sales support
- Strong background in Pension & Investment advice (Advantageous)
- Progression towards Diploma in Financial Planning (Advantageous)
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 in vouchers if we assist them in securing a new career.
IFA Administrator, Sales Support, Adviser Support, Client Support, Wealth Management Administrator, Client Services Administrator, IFA Sales Support