IFA Administrator (Progression to Advisor)
£29,000 + Training + Progression + Hybrid After Probation + Company Bonus + Company Benefits
Cheltenham
Are you an IFA Administrator or similar, looking to join a successful independent financial advisors that will invest in your career heavily through 6-12 months of extensive internal training and provide clear routes to progress to Advisory within 2 years?
On offer is the opportunity to join a successful and growing business that promotes progression from within, in a varied and fast-paced role where you play an integral part in supporting the Advisors in a varied and fast pace position.
Your responsibilities will include submitting new business applications for investments, following up with providers for information, preparing review packs for clients, and handling general administrative duties.
This dynamic business are a financial advisory firm providing tailored investment and wealth management services.
This role would suit an IFA Administrator or similar looking to become a fully qualified Advisor in a business that will invest in your career heavily and promotes progression from within.
The Role
Supporting Advisors
Submitting new business applications
Progression to Advisor
Monday - Friday, 9am - 5pm
Hybrid after probationThe Person
IFA Administrator or similar
Wants to progress to AdvisorReference Number: BBBH18998a
Administrator, Finance Administrator, IFA, Financial Servic...