Financial Administrator
Heat Recruitment
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Financial Administrator
3 days ago by Heat Recruitment
Heat Recruitment jobs

We are looking for a capable IFA administrator to join a successful wealth management practice.

The successful applicant must be organised, have excellent attention to detail and be passionate about helping to deliver an exceptional client experience.

Applicants must have a minimum of 12 months' administration/ client service experience within the wealth management sector.

You must be a great team player with excellent IT skills, ideally with good product knowledge and experience. Experience of Intelligent Office and platforms would be particularly beneficial.

Our client are offering a competitive salary with regular reviews, and the opportunity to progress your career. This role will be office-based. Candidates seeking reduced hours can be considered.

We are looking for a capable IFA administrator to join a successful wealth management practice.

The successful applicant must be organised, have excellent attention to detail and be passionate about helping to deliver an exceptional client experience.

Applicants must have a minimum of 12 months' administration/ client service experience within the wealth management sector.

You must be a great team player with excellent IT skills, ideally with good product knowledge and experience. Experience of Intelligent Office and platforms would be particularly beneficial.

Our client are offering a competitive salary with regular reviews, and the opportunity to progress your career. This role will be office-based. Candidates seeking reduced hours can be considered.

Skills
  • Client Services
  • General Administration
  • Investment
  • IO
  • Pensions
Reference: 54894369
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