Woking
This is an exciting opportunity for an experienced IFA Administrator to join a successful Financial Planning firm, based out of their Surrey offices. Focusing on providing a high quality financial planning and investment management service to its valued clients, this firm has built a sound reputation within the industry and has an international presence
Our client is looking for an IFA Administrator to provide a first-class support service to the financial advisers of the practice enabling them to deliver appropriate advice and solutions to clients in all areas of financial planning. Working within a friendly, and close-knit team this is a fantastic opportunity for an Administrator to come on board and share their knowledge with the existing team, helping them grow and develop.
Benefits:
- Offer lots of internal progression
- Discretionary bonus
- DIS
- Health scheme
What’s needed to be considered?
- Previous experience within an IFA or Financial Planning Practice
- Comfortable with New Business processing
- A strong knowledge of financial products, particularly Pensions and Investments
- Team player, eager to share knowledge previously obtained as well as learn on the job
Apply today to be considered for this IFA Administrator 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.
Client Services Administrator, Sales Support, Technical Sales Support, Technical Planner