IFA Administrator

  • Shortlist
Location Essex , Essex
Sector Financial Services
Salary £22,000 - £24,000 Per Annum
Type Permanent
Consultant Michael Garrett
Ref 57893

An exciting opportunity for a financial planning administration has opened at a highly regarded IFA firm that specialise in all aspects of savings, investments and retirement planning for someone to join their impressive Bishops Stortford office.

You will be reporting into the Admin Manager and working in a a growing team of Administrators in a brilliant office environment for a firm that embraces forward thinking and career progression throughout. 

The ideal person will have a background within an IFA firm and will be keen to build on their knowledge in a stable, reputable company.

Responsibilities:

You will part of an administration team and be actively involved in the back-office support for a variety of paraplanners and financial planners at the firm whilst also dealing with the firms clients on a regular basis.

Skills:

  • Previous experience in a similar role within an IFA Practice
  • Good attention to detail and organisational skills
  • Confident and competent communication skills, verbal and written
  • Any Financial Services qualifications are desired

If this specific vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren’t necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Synonyms:       

IFA administrator, client services administrator, financial planning administrator, private client administrator, paraplanner, para-planner

If this specific vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren’t necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career