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Heat Recruitment
,
Patchway, Gloucestershire
IFA Administrator (Option for Part Time)
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Job Type: Full-time |
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Salary: £20,000 per annum |
Overview
The Client The opportunity for a Financial Planning Administrator to join a well-established Financial Services Practice in Cardiff which provides a highly personalised financial planning and investment management service. Part-time candidates welcome The Opportunity During a period of growth, our client is looking for someone to provide high quality technical administration and analytical support to the successful Financial Planners of the business. You will have the opportunity to work in a supportive team environment where progression is strongly supported towards becoming a Paraplanner and Adviser long term. Duties may include: processing new business, liaising with clients and providers, letters of authority and general administrative tasks. What’s needed to be considered In order to be considered for this unique opportunity, candidates need to have - Previous experience within financial services Professional communication manner, both written and verbally Any Financial Services qualifications are desired 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. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. 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