IFA Administrator
Heat Recruitment
Wimborne
6d ago

The opportunity for a Financial Planning Administrator to join a well-established 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.

The firm has the flexibility to mould the perfect opportunity around each person’s specific skillset, so the role can be tailored to exactly what you want.

You will have the opportunity to work in a supportive team environment where progression is strongly supported.

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 if we assist them in securing a new career.

    Synonyms : Client Services Administrator, Sales Support

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