IFA Administrator

Heat Recruitment
Newcastle Upon Tyne
£20,000 - £24,999
17 May 2019
21 May 2019
Contract Type
Full Time
An ethical, bespoke and independent wealth management firm who provide an extremely client focused and professional service.

The company has a fantastic reputation and are very forward thinking in terms of technology, IT systems and paperless processes.

They provide a very cheerful working environment, encourage promotion from within and are situated in a very modern office space.

The Opportunity

Due to growth, the business owner is looking to expand the sales support team with an experienced IFA administrator, supporting 3 advisors, with future progression into paraplanning and advice available for those demonstrating the right hunger and enthusiasm.

You will be supported with any further exams and be provided with a fantastic opportunity to learn alongside some a very experienced and technical team members.

What's needed for me to be considered?
  • Hold previous experience within an IFA / Financial Planning Practice
  • Must be qualified to a minimum industry standard of Level 4 Diploma Qualified
  • Previous experience dealing with High Net Worth Clients desirable but not essential
  • A strong understanding of Pensions and Investment products advantageous

What 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 a cheque for £200 if we assist them in securing a new career.

Job Synonyms:

IFA administrator, Financial planning administrator, private client support, paraplanner assistant, IFA support

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