IFA Administrator

Job details

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Location Horsham, United Kingdom
Date Posted 28th November 2019
Category Client Services / Sales Support
Sector Investment
Pensions
Retirement Planning
Wealth Management
Salary Salary up to £25,000 (depending on qualifications) + a range of benefits inc pension and quarterly bonus.
Industry Financial Services, IFA
Education N/A
Professional Quals Industry recognised ideally.
Work Hours Full
Reference 5034
Hiring Company Recruitment Connection Ltd
Region South East

Description

IFA Administrator

Sussex based.

Salary up to £25,000 (depending on qualifications) + a range of benefits inc pension and quarterly bonus.

My client is an award winning chartered financial planners providing award winning holistic financial planning and discretionary fund management.

They are seeking an experienced administrator who is looking to work for an expanding and successful company.

You should have:

  • A min of one years experience in an IFA
  • An understanding of wealth management practices and processes and the ability to communicate them clearly and effectively or a leaning towards mortgage admin.
  • Have an understanding of holistic financial planning strategies & solutions.
  • A passion for doing things well, with accuracy, detail and great presentation.
  • Professional, positive, energetic, supportive and friendly. A strong team player.
  • High level of integrity, work ethic and self-motivation.
  • Diploma or some progression with industry exams but looking to progress them with company support.

The company offer a superb centralised investment proposition with award winning platform, secure client web portal, cutting edge technology and numerous industry awards.

Ref:  5034

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About

Simon Bean is managing director of the Recruitment Connection and has been recruiting since 1985. He is a Fellow of the Institute of Recruitment Professionals (IRP).