An exciting opportunity for an IFA administrator has opened at a highly regarded financial planning business, based in Banbury, that specialise in all aspects of savings, investments and retirement planning.
This is a fantastic opportunity to build on your industry knowledge by working with an established team of administrators who provide high quality support to the firm’s financial advisers.
The main purpose of this position will be to provide a consistent and efficient administrative service to Clients and Advisers of the business ensuring you are producing a high and accurate standard of work at all times.
Progression towards more technical roles is supported within the firm, with additional support given to anyone looking to complete industry specific qualifications.
What’s needed for me to be considered?
- Experience within a financial planning environment
- Any R0 qualifications are desirable
What’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. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Job Synonyms: IFA Administrator, private client administrator, financial planning assistant, IFA Assistant