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Worthing

    IFA Admin - Worthing, West Sussex, United Kingdom - Heat Recruitment Ltd

    Heat Recruitment Ltd
    Default job background
    Description

    The opportunity for a Financial Planning Administrator to join a National Financial Services Practice who provide a personal, independent and bespoke wealth management service to high net worth clients.

    During a period of growth, our partner is looking for someone to provide high quality technical administration and analytical support to the successful Financial Planners of the business.

    You will be responsible for processing and monitoring complex business, both new and existing. Study support for CII qualifications and a competitive salary.
    ~ 7% employer pension contribution
    ~25 days holiday + bank holidays
    ~critical illness cover
    ~+ Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

    Synonyms:
    Client Services Administrator, Sales Support, Financial Planning Administrator, IFA, Financial Planning, Wealth Management, Financial Advisory, Financial Advice, Client Support, Adviser Support

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