IFA Administrator

Heat Recruitment


Date: 1 week ago
City: Leicester
Contract type: Full time
IFA Administrator – Up to £30,000 – Leicester

Monday – Friday (Hybrid 2 days working from home)

Are you looking to move to a larger company with genuine opportunities to grow and develop your own skills and career?

Looking to work with like-minded individuals, as part of a team that increases everyone’s efficiency?

If this sounds like you, then this could be the opportunity for you!

This is an opportunity for a Financial Planning Administrator to join a National Financial Services Practice who provide a personal, independent and bespoke wealth management service to high-net-worth clients.

They have offices across the UK, from Scotland down to London, and are known as one of the leading firms in the UK market.

The Opportunity

During a period of growth, our partner is looking for someone to provide high quality technical administration and analytical support to the successful Financial Planners of the business.

You will be responsible for processing and monitoring complex business, both new and existing. You will have the opportunity to work in a supportive team environment where progression is strongly supported.

Benefits

  • Study support for CII qualifications and a competitive salary.
  • PMI
  • 7% employer pension contribution
  • 25 days holiday + bank holidays
  • 4xDIS
  • group income protection
  • critical illness cover
  • + lots more perks / incentives!

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