Recruit UK is supporting a Sutton Coldfield financial planning practice in recruiting a Financial Services Administrator. The role involves checking fact finds, preparing authority letters, and creating client packs, while updating the CRM and liaising with clients by phone.
The position offers a salary up to £32,000 with study support towards Level 4 Diploma and a flexible working arrangement post-probation.
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Hybrid IFA Administrator: Study Support & Growth employer: Recruit UK
Join a well-established Wealth Management firm in Farnham, where you will thrive in a supportive and collaborative environment. With a focus on professional development, hybrid working options, and a comprehensive benefits package, this role as an IFA Administrator offers the perfect opportunity to enhance your skills while contributing to a client-focused service. Experience a culture that values innovation and teamwork, making it an excellent place for those eager to grow in the financial planning sector.
