At a Glance
- Tasks: Support Financial Planners by processing new business and maintaining client records.
- Company: Fast-growing Financial Planning firm with a focus on exceptional client service.
- Benefits: Hybrid working, competitive salary, private pension, and professional development opportunities.
- Other info: Exciting career growth potential in a supportive environment.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in IFA administration and strong organisational skills.
Recruit Wealth Ltd is seeking an experienced IFA Administrator to support Financial Planners in providing exceptional client service. This role includes obtaining client illustrations, processing new business across pensions and investments, and maintaining accurate client records.
The position offers hybrid working arrangements, a competitive salary, private pension, and professional development opportunities within a fast-growing Financial Planning firm.
#J-18808-LjbffrIFA Administrator & Operations Coordinator | Hybrid in Warwick employer: Recruit Wealth Ltd
Recruit Wealth Ltd is an excellent employer that prioritises employee growth and development within a dynamic and supportive work culture. With hybrid working arrangements, competitive salaries, and a commitment to professional advancement, employees are empowered to thrive in their roles while contributing to exceptional client service in the financial planning sector.
