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Financial Planning Administrator

nottingham, england, United Kingdom

Recruit UK, are working with a Financial Planning firm in Nottingham, looking for an IFA administrator to join their team.

The company pride itself in providing reliable financial advice in a variety of areas, they deal predominantly with HNW clients - demonstrating their continuous success in the financial services industry and quality of advice.

They are looking for someone to liaise with third-party providers, process new business, obtain valuations and illustrations and help with general administration tasks.

Are you an experienced, professional with excellent interpersonal skills seeking the next step in your career? Well, look no further! Our clients are a long-established Financial Advice Firm and are seeking a proactive IFA administrator to join their ever-growing team.

What’s in it for you:

Salary ranging from £25,000-£30,000

Annual discretionary bonus

Generous Holiday allowance - increasing over time served

Long-Term Sickness Policy

Death in Service

Pension contribution

Continued exam support

Working from home flexibility past probation

Skills and experience required:

A minimum of 2 years’ financial planning administration experience

Some R0 exams would be advantageous but not essential

Apply

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Financial Planning Administrator jobs in nottingham, england, United Kingdom

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