The Finance Administrator will work as part of the Pensions team and fulfil a specific role which will be task oriented, carrying out clearly defined accounts orientated activities.
Maintain and develop good business relationships with internal and external customers
Ensure clients receive regular and effective communication which is professional and delivered to the highest standards
This role is best suited to those with IFA Administration experience.
Up to £35,000; Office based role
While you will be providing administration support initially, there is a direct pathway for progression, moving through to technical support, then Paraplanner then Advisor.
Are you an experienced Financial Planning Administrator looking to pursue a new opportunity?
We are supporting a leading and successful client that is looking to bring on an IFA Administrator to provide client-facing, administrative support within the the business.
This Savings and Investments firm prides itself on a strong values-focused work culture that encourages training and study support progression.
Posted by Financial Divisions • £25K/yr to £32K/yr
My client is a dynamic, boutique and forward-thinking Independent, Chartered IFA Firm with offices close to in Milton Keynes , who due to expansion are looking to take on a IFA Financial Administrator who is looking for a new opportunity in Wealth Management.
Excellent Benefits including Private Medical Insurance, pension and DIS.
This firm place real value on their employees by on cultivating a supportive culture where everyone voice matters.