Personal Client Assistant (IFA Administrator)

Location Coventry
Salary £22,000 - £26,000 Per Annum
Type Permanent
Consultant Joe Cowell
Ref 38577
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The Client

An award winning financial planning and investment management company with offices throughout the UK, with an excellent reputation within the industry, providing a bespoke and high class service to their valued Clientele.

Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK, they are the market leader in the industry and have a rich history supporting their clients for over 30 years with their financial planning and investment needs.

The Opportunity

During a period of growth, this award winning practice are looking for someone to provide high quality technical administration and analytical support to the successful Financial Planners of the business. You will be responsible for processing and monitoring complex business, both new and existing. You will have the opportunity to work in a supportive team environment where progression is strongly supported.

In addition, you will be provided with study support for CII qualifications and a competitive salary.

What’s needed to be considered

In order to be considered for this unique opportunity, candidates need to have –

  • Previous experience within a Financial Planning role
  • Professional communication manner, both written and verbally
  • Any Financial Services qualifications are desired

What’s 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

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