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IFA Administrator

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Location

Newbury

Salary £25000 - £32000
TypePermanent
WorkplaceHybrid
Ref79302

Recruiter Managing This Role


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This is an exciting opportunity for an experienced IFA Administrator, to join a growing and successful independent Financial Financial Services firm, based near Newbury. Our client focuses on providing a high quality financial planning service to its valued clients, which has developed a great reputation over the years. 

You will start on a competitive salary (¬£22k – ¬£32k DOE) alongside a great benefits package-
25 days holiday plus bank holidays, Pension, DIS, Full time is 8.45am to 5.15pm and there is occassional remote working after initial training. They have a high retention rate as staff are treated well and valued (not just a number). 

What’s needed to be considered?

  • Previous experience within an IFA or Financial Planning Practice is essential¬†
  • Experience of using Intelligent Office (IO) is advantageous but training will be provided if not
  • A strong knowledge of financial products – Pensions and Investments

What’s next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: Client Services Administrator, Sales Support, Financial Adviser Assistant, Adviser Support, Technical Sales Support, Technical Planner

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Application For IFA Administrator