They are looking for an experienced IFA Administrator, initially on a part time basis and increasing hours as and when required.
The job will be to provide the IFA with full administrative support which includes the comprehensive preparation and checking of documentation against held and acquired personal data.
My client is an independent Financial Adviser who is planning to grow their portfolio of clients and business offering.
Exciting opportunity for a Financial Administrator to join one of UK's leading Wealth Management and Financial Advisory specialists based in Spalding area.
We are looking to speak with applicant who can demonstrate commitment, enthusiasm along with willingness to contribute to this outstanding business.
Over the years, they have built a reputation for excellent service, innovation and making a genuine difference to their clients as we all know finance is the life source of any organisation as it is a vital part of any business.
We are a friendly financial services firm seeking an experienced IFA Administrator to join our team.
This is an excellent opportunity for someone looking to progress their career and become a Financial Adviser over time with study and exam support along the way, as well as £1000 added to your salary for every exam you pass to becoming Level 4 qualified.
Responsibilities
Provide administrative support to our team of Financial Advisers.
We are urgently seeking an IFA Administrator to join the existing Administrative teams, generally you would be responsible for supporting both the Directors and the Advisers of the company in day-to-day Administrative tasks, which will include direct contact with clients, 3rd parties and internal stakeholders.
We would ideally be seeking someone with 1-3 years experience working within an Administrative role within a Financial Advisory or Financial Services firm.
My client is a Financial Advisory firm providing Financial Solutions and Financial Advice to both individuals and businesses in the Yorkshire areas.
Our client, a very well established and respected firm of Independent Financial Advisers in Devon are currently looking to recruit an Administrator to work closely and to support the Director.
Working in the office initially, the successful candidate will have the ability for more of a hybrid approach when self-sufficient.
The successful candidate will have good interpersonal skills, be a good listener and have a good sense of humour.
We are working with a successful IFA firm based in Cardiff that is looking to grow its team by taking on an additional Administrator to support its thriving Financial Advisers and Paraplanners.
This is a full-time role.
However part time could be discussed for the right candidate.