Financial Planning Administrator

Our client is looking for a financial planning administrator to join their established team who already support successful Financial Planners of the business.

You will be working in a strong team-focused environment where you can develop your career within a prestigious firm who form long term client relationships offering guidance, advice and support.

This position has become available due to an internal promotion, this will also be an option within this position if you would like to take exams and progress.

• Flexibility to ensure a balanced work/ home lifestyle.
• 4 x Death in Service
• Auto Enrolment Pension
• Holiday allowance rising following each year of service
• Employee Assistance Programme
• Sick pay
  
  

To be considered for this adviser support opportunity, you will ideally have –

• Previous experience within an IFA Practice as an administrator
• Good understanding of investment and pensions
• Positive attitude
• Comfortable liaising with clients and providers via email and over the phone
  
  

What’s next?

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. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: IFA Admin, Financial Planning Support, Technical Sales Support, Technical Admin, Client Service