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Operations / Investment Administrator


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Salary £25000 - £27000

Recruiter Managing This Role

An exciting position for a operation administrator 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 Whiteley office.

You will benefit from a hybrid office/ home working, generous holiday allowance and benefits (pension, income protection, death in service and benefits platform). If you are looking to develop your technical knowledge then there is relevant exam support after the successful completion of a probationary period. 

  • Previous experience in a similar role within an IFA Practice
  • Experience in investments 
  • Good attention to detail and organisational skills
  • Confident and competent communication skills, verbal and written

If this specific financial planning 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 if we assist them in securing a new career.

Synonyms: Operations, Platform Admin, client services administrator, financial planning administrator, private client administrator

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Application For Operations / Investment Administrator