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IFA Administrator

Kidlington, Oxfordshire

£25000 Per Annum

Permanent

The opportunity for a Financial Planning Administrator to join a well-established Financial Services Practice that is looking to add to their team. They offer advice in a broad range of financial areas, providing their bespoke client-base with a highly personalised and professional financial planning service.The OpportunityDuring 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 encouraged and exam support is readily provided. Some of your duties will include:Preparing and completing client reviews Preparing and processing all aspects of new business through to completion as well as dealing with existing clientsActioning investment fund switches and rebalancesMaintenance of client and portfolio records on the main investment platform and back office systemCommunicating and liaising with colleagues, managers and clientsThis is an opportunity to join a growing firm that offers a generous pension contribution, holiday entitlement and free car parking.What’s needed to be consideredIn order to be considered for this unique opportunity, candidates need to have –Previous experience within a Financial Planning environmentProfessional communication manner, both written and verballyAny Financial Services qualifications are desiredWhat’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 in vouchers if we assist them in securing a new career.Synonyms: Client Services Administrator, Sales Support

Posted 20 days ago

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