- Option to work from home on specific days
- Discretionary annual bonus
- 25 days holiday plus Bank Holidays
- Workplace pension scheme
- Long-Term Sickness Policy
- Employee Assistance Programme (EAP)
- They offer bespoke financial solutions to clients, providing expert advice and exceptional service. Recently relocated to new offices near the cricket ground, we offer a modern, vibrant working environment with convenient access to local amenities.
- Providing administrative support to financial advisers, including preparing client documentation and managing client queries
- Maintaining accurate client records and files in compliance with regulatory requirements
- Ideally 2-3 years' experience in a similar role within an IFA firm or financial services environment
- Strong knowledge of wealth management and investment processing procedures
- Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
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IFA Admin - Nottingham, United Kingdom - Heat Recruitment Ltd
Description
Flexible working hours (35 hours per week)
The successful candidate will play a crucial role in supporting our financial advisers and ensuring the smooth operation of our wealth management processes.
Synonyms:
IFA Administrator, Client Services, Client Support, Financial Administrator, Business Support, Financial Planning Administrator, IFA Admin, client delivery, advisor support, adviser support, financial planning, wealth management
