Job Summary

IFA Administrator

Castleford,West Yorkshire | - £16k-£22k | Financial Services

Recruiter: Heat Recruitment

The Client

An ethical, bespoke and independent wealth management firm who provide an extremely client focused and professional service.

The company has a fantastic reputation and are very forward thinking in terms of technology, IT systems and paperless processes.

They provide a very cheerful working environment, encourage promotion from within and are situated in a very modern office space.

The Opportunity

Due to growth, the business owner is looking to expand the sales support team with an experienced IFA administrator, with future progression into paraplanning and advice available for those demonstrating the right hunger and enthusiasm.

You will be supported with any further exams and be provided with a fantastic opportunity to learn alongside some a very experienced and technical team members.

What’s needed for me to be considered?

  • Hold previous experience within an IFA / Financial Planning Practice
  • Previous experience dealing with High Net Worth Clients desirable but not essential
  • A strong understanding of Pensions and Investment products advantageous

What next?

Apply today to... More

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