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IFA Administrator

Exeter, Devon

£23000 Per Annum

Permanent

  • The Client:

  • Our client is a well established financial planning firm now looking for an experienced Financial Services Administrator who can hit the ground running and get into the role in an efficient manner. This leading financial planning firm is experiencing a period of growth and as such, has an opportunity for the successful candidate to join a well established firm in which they can grow and develop.

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  • The Role:

  • This unique opportunity is an administrative role in which the chosen candidate will report directly to the Operations Director operating out of their Exeter Office.

  • This role is unique in that the successful candidate will assist the consultant in preparing research and performance data collection and work closely with a Financial Adviser to ensure a smooth candidate process. The client deals with a large number of Defined Benefit pension transfers and as such, the successful candidate will be assisting with various research tools with a great deal of variety to the role. On offer is:

  • 28 days holiday (Incl. Bank Holidays), increasing with service
  • Pension Scheme, matched up to 3%
  • Study support package
  • Progression Opportunities
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  • What’s needed for me to be considered?

  • We are seeking an individual with Financial Services experience who can quickly take to the role, with a drive and determination to progress and develop. The successful candidate will have the following skill set;
  • You will ideally have attained the Diploma in Financial Planning, or currently be working towards.
  • Excellent IT and communication skills and the ability to deal with individuals at all levels within and outside the business
  • Ideally you will have a degree of pension transfer experience, due to the company dealing largely with Defined Benefit transfer cases among other general investment advice.
  • Be ambitious and driven, with an aim to progress.
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  • What next?

  • 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.

Posted 15 days ago

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