A thriving independent financial advisor practice in the heart of the Midlands, we are ready to welcome an IFA Administrator to our growing team.
If you have a keen eye for detail and a caring, can-do attitude, My client is looking for you!
You will be supporting one of our brilliant financial advisors, using your knowledge and understanding of the service to ensure our clients receive unparalleled care and support.
Are you an IFA Administrator with aspirations to become a Financial Planner?
General
Recruit UK are working with a thriving wealth management firm in Bristol who are looking to bring on an IFA Administrator, who they can train up to become a Financial Planner.
Job Title/Location: IFA Administrator, West Sussex
Requirements: Previous IFA administration background, ideally with experience in using Intelligent Office and exposure to platforms such as AJBell, Fidelity, Aegon & Transact
Hybrid: Once through training & settled, there is some WFH flexibility
We are assisting a longstanding client in recruiting an IFA Administrator to join their current team of 8 administrators in Gerrard's Cross.
The role would suit a motivated professional, who can use their initiative and be able to prioritise work.
This is a highly varied role and a fantastic opportunity for the correct individual with a keen interest in financial services who wishes to embark on a path of continued professional development.
A new opportunity has been created for a career minded IFA to join one of the UK's largest Chartered Wealth Management Houses at their Nottingham location.
This opportunity comes with a clear developmental path, initial and ongoing clients and a comprehensive succession plan.
Role Overview
Provide professional advice and solutions in accordance with FA regulations, adhering to group standards, processes, and procedures, providing the most suitable research for all clients.