Senior IFA Administrator β€” Wealth Planning Support

Senior IFA Administrator β€” Wealth Planning Support

Full-Time No working from home possible
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FindCore is assisting a leading financial planning business to recruit aSenior IFA Administrator based in Edinburgh. The role is permanent and full-time with potential for long-term career progression.

You will provide high-level administrative support to Financial Advisers and Paraplanners, process new business applications, liaise with clients and providers, and ensure CRM records are accurate and up-to-date. FCA compliance is essential.

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Senior IFA Administrator β€” Wealth Planning Support employer: FindCore

FindCore is an exceptional employer that fosters a dynamic and supportive work culture, perfect for those looking to thrive in the financial services sector. With a focus on employee growth and development, staff enjoy uncapped commission opportunities and a comprehensive benefits package, all while working in the vibrant city of Birmingham. Join us to make a meaningful impact by helping customers navigate their tax rebate claims and enjoy a rewarding career path.

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Contact Details:

FindCore Recruitment Team