At a Glance
- Tasks: Support financial planners and manage client communications in a dynamic environment.
- Company: Recruit Wealth Ltd, a supportive firm with a clear career path.
- Benefits: 25 days holiday, birthday off, and study support for professional qualifications.
- Other info: Hybrid role offering flexibility and a chance to grow in the finance sector.
- Why this job: Kickstart your career with opportunities to advance to Paraplanner or Financial Adviser.
- Qualifications: Experience as an IFA Administrator and strong communication skills.
The predicted salary is between 30000 - 40000 £ per year.
Recruit Wealth Ltd is seeking an experienced IFA Administrator for their High Wycombe office to support financial planners and ensure a seamless planning experience for clients.
Key responsibilities include:
- Managing client communications
- Processing applications
- Maintaining compliance records
The company offers:
- 25 days holiday
- Your birthday off
- Professional qualification study support
This is a fantastic opportunity for career progress, with roles such as Paraplanner or Financial Adviser available for those looking to develop further.
IFA Administrator - Hybrid Role with Clear Career Path employer: Recruit Wealth Ltd
Recruit Wealth Ltd is an excellent employer, offering a supportive work culture that prioritises employee growth and development. With a clear career path leading to roles such as Paraplanner or Financial Adviser, along with generous benefits like 25 days holiday and your birthday off, this hybrid role in High Wycombe provides a rewarding environment for those seeking meaningful employment in the financial sector.
