IFA Administrator

☞ Heat Recruitment

View: 106

Update day: 16-05-2024

Location: Wilmslow North West

Category: IT - Software

Industry: Staffing Recruiting

Position: Mid-Senior level

Job type: Full-time

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Job content

The opportunity for a Financial Planning Administrator to join a leading Financial Services Practice which provides a highly personalised financial planning and investment management service.

The Opportunity

During a period of growth, our client is looking for someone to provide high quality technical administration and analytical support to the successful Financial Planners of the business.

Responsibilities Include
  • processing new business
  • preparing client meeting review packs
  • producing valuations/fund switches
  • sending LOAs and liaising with 3rd party providers
The firm provide study support (CII), rapid career progression and also flexible working!

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 if we assist them in securing a new career.

Synonyms: Client Services Administrator, Sales Support, IFA Admin, Business Support, Wealth Administrator, Financial Administrator, Financial Services Administrator, Financial Planning Administrator, Client Support, Wealth Management Administrator, Client Delivery
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Deadline: 30-06-2024

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