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Date Added: Fri 03/05/2024

IFA Administrator

London, UK
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Company: HEAT RECRUITMENT

Job Type: Permanent, FullTime

Salary: £27,000 - £30,000 per annum

Role: IFA AdministratorLocation: City of LondonSalary: Up to £30,000

2-3 days a week in the officeThis is an award winning financial planning and investment company that has an excellent reputation within the industry. 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 been supporting their clients for over 30 years with their financial planning and investment needs.The OpportunityDue to growth, this company have an exciting opportunity for an experienced financial services administrator (IFA Administrator) to join the team and become a vital part of the financial planning process by supporting several highly successful advisers and their HNW clientele. You will benefit from working with a highly experienced team in an environment that provides industry leading training & development as well as exam support towards chartered status. This firm places a strong focus on diversity and inclusion.What's on offer?Discretionary Annual Bonus10% Employer Pension ContributionPrivate Medical InsuranceLife AssuranceAnnual Leave - minimum of 25 daysAdditional days off at ChristmasDiscounted gym membership

What’s needed for me to be considered?Previous experience within financial services - IFA, provider or bank, for exampleUnderstanding of the full financial planning & corporate advice processStrong communication skillsWhat 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: IFA Admin, Financial Planning, Client Support, Financial Services, Wealth Administrator, Advice Support, Wealth Management, IFA, financial advice, advisory

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