Location
Hitchin
Salary £30000 - £40000 TypePermanent WorkplaceOn-Site Ref85854
Recruiter Managing This Role
Client Relationship Manager (IFA Administrator)
Hitchin, Full Time
£32,000 £40,000
Are you an experienced financial planning administrator seeking to make your next move in the industry?
Maybe you would like to develop in your role, have more client contact or progress to become a para-planner, adviser or just be the best you can be?
An established, successful business, financially secure with a strong brand is looking to add an additional member to the team.
As a Financial Planning practice, they dont stand still for long, always improving and developing and now its time for their next project investing in you!
To be considered:
1. Experience gained working in an IFA or financial planning practice.
2. Have excellent communication skills (especially phone manor) and be able to develop strong relationships with clients.
3. Ideally experience in using Transact and Intelliflo.
4. Be a team player and keen to join a small dynamic team.
5. Strong in Maths and possess good IT skills.
Also import is that you hold strong family values, total integrity and want to provide the best service
Benefits:
6. Fantastic working environment
7. Ample free parking.
8. Study support
9. Bonus
10. Pension
11. DIS
12. And other benefits, contact us to find out more.
Whats next?
Apply today to be considered for this Junior Paraplanner 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. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: Financial Planning Administrator, Wealth Management Support, Financial Service Admin, Client Liaison, IFA Admin, Adviser Support, Technical Support, Report Writer, Adviser PA
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