IFA Administrator

  • Shortlist
Location EXETER , Devon
Sector Financial Services
Salary £20,000 - £25,000 Per Annum
Type Permanent
Consultant Kate Black
Ref 57713

The Client:

Our client is a well established financial planning firm now looking for an experienced Financial Services Administrator who can hit the ground running and get into the role in an efficient manner. This leading financial planning firm is experiencing a period of growth and as such, has an opportunity for a successful candidate to join a well established firm in which they can grow and develop.

 

The Role:

This unique opportunity is an administrative role in which the chosen candidate will report directly to the Operations Director operating out of their Exeter Office.This role will include processing new business, managing IFA diaries, preparing for meetings, communicating with clients and maintining the back-office system. You will also be involved in managing a small team 

 

What’s needed for me to be considered?

  • Experienced in IFA company is essential
  • Management experienced
  • Excellent IT and communication skills and the ability to deal with individuals at all levels
  • Strong knowledge of the financial planning process and up to date regulation changes.

What next?

Apply now if you are suitable. If successful, 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.