IFA Administrator
Heat Recruitment
Date: 2 weeks ago
City: Maidenhead, England
Contract type: Full time

Financial Planning Administrator
Maidenhead
Salary up to £40,000
Benefits
Role Purpose: As a Financial Planning Administrator, you will play a key role in providing essential administrative support to the team. Your responsibilities will include handling queries from clients and other parties, preparing documentation, and ensuring compliance with regulatory requirements.
Qualifications And Skills
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: Client Services Administrator, Sales Support, Financial Planning Administrator, IFA, Financial Planning, Wealth Management, Financial Advisory, Financial Advice, Client Support, Adviser Support, ifa admin, PA, client review, client delivery, business support, financial services
Maidenhead
Salary up to £40,000
Benefits
- 31 days annual leave (incl BH)
- Income protection scheme from day 1
- Life assurance from completion of probation
- Other benefits include: EAP, Wellbeing support, Financial wellbeing, virtual GPs etc.
- Company sick pay from completion of probation
Role Purpose: As a Financial Planning Administrator, you will play a key role in providing essential administrative support to the team. Your responsibilities will include handling queries from clients and other parties, preparing documentation, and ensuring compliance with regulatory requirements.
Qualifications And Skills
- Previous experience Within an IFA.
- Strong organisational skills with attention to detail.
- Excellent communication and interpersonal skills.
- Proficient in using back-office systems.
- Ability to work independently and collaboratively within a team.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: Client Services Administrator, Sales Support, Financial Planning Administrator, IFA, Financial Planning, Wealth Management, Financial Advisory, Financial Advice, Client Support, Adviser Support, ifa admin, PA, client review, client delivery, business support, financial services
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