IFA Client Support Administrator

  • Shortlist
Location CAMBRIDGE
Salary £18,000 - £25,000 Per Annum
Type Permanent
Consultant Joe Cowell
Ref 46551

The Client

This is an exciting opportunity for an ambitious IFA Administrator to join a successful bespoke Chartered Financial Planning practice in Cambridge. They specialise in providing truly unique and tailored advice service to both their private and corporate clients. With a real focus on the Client Journey they insure they provide only the highest standard of advice on the market.

The Opportunity

During a period of key expansion, our client is looking for an IFA Administrator to provide a first-class compliant 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.

 

What’s needed to be considered?

·         Previous experience within an IFA or Financial Planning Practice would be advantageous 

·         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

 

What 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 in vouchers if we assist them in securing a new career.

 

Synonyms:

*Client Services Administrator, Sales Support, Technical Sales Support, Technical Planner

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