IFA Administrator

Torquay, England, gb
Company: Heat Recruitment
Category: Business and Financial Operations Occupations
Published on 2021-06-17 06:06:58

IFA Administrator

  • Shortlist
  • Location Torquay , Devon Sector Financial Services Salary £23,000 - £30,000 Per Annum Type Permanent Consultant Alex Russon Ref 47103

    The business prides them self on delivering a really great service to their HNW clients and are looking for someone who can support them in doing this by having the capabilities to assist them in developing the systems and services as they continue to grow.

    The Role:

    Our client is looking for an individual to join their growing IFA practice. The successful person will be responsible for all aspects of Financial Administration and this would lead onto Paraplanning when technical experience and qualifications have been gained.

    You will have existing IFA experience, possess excellent attention to detail. Ideally you will already be working towards your level 4 diploma and be keen to continue to increase your knowledge and develop in your role

    What will you need for this role:

    IFA experience

    Working directly with Advisors and Paraplanners

    Client liaising

    Keeping files up to date

    Some compliance experience/knowldge

    Synonyms: Paraplanner

    *Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner

    If this specific vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren’t necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career

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