A Financial Planning firm based in Leatherhead that specialises in providing advice on Pensions, Investments, Inheritance Tax planning and Wealth Management is looking for an ambitious individual to join.
They are looking for an IFA Administrator to work one on one with the Adviser (Director) and trainee IFA. They are ideally looking for someone who is keen to join a small company with growth plans, so promotions and development will be on the table.
As an IFA Administrator, you will be responsible for a range of tasks, including:
Updating client records (IO) Preparing financial reports Producing cash flow models Conducting research on financial products and services Providing administrative support to financial advisers
On Offer:
£28,000 - £36,000 Hybrid working A supportive work environment DIS 25 days holiday plus bank holiday Opportunities for professional development Full-time, however, would consider 4 full days or 5 shorter days
What's next?
Apply today to be considered for this IFA Administrator 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.
#J-18808-Ljbffr
They are looking for an IFA Administrator to work one on one with the Adviser (Director) and trainee IFA. They are ideally looking for someone who is keen to join a small company with growth plans, so promotions and development will be on the table.
As an IFA Administrator, you will be responsible for a range of tasks, including:
Updating client records (IO) Preparing financial reports Producing cash flow models Conducting research on financial products and services Providing administrative support to financial advisers
On Offer:
£28,000 - £36,000 Hybrid working A supportive work environment DIS 25 days holiday plus bank holiday Opportunities for professional development Full-time, however, would consider 4 full days or 5 shorter days
What's next?
Apply today to be considered for this IFA Administrator 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.
#J-18808-Ljbffr
