Ifa Administrator
Job Type : Permanent, Full Time
Salary : £20000 – £25000/annum
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.
Key Responsibilities
* Processing new business – investments, pensions
* Preparing client meeting review packs
* Liaising with third party providers
What's on offer?
* 5 weeks holiday + bank holidays + duvet day on birthday + christmas/new year closure
* Life Assurance
* Auto-enrolment pension
* exam/study support
* Free on-site parking.
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, Client Support Administrator, Business Support, Client Delivery, IFA Admin, Financial Services Administrator, Financial Administrator, Wealth Administrator
