Financial Planning Administrator / IFA Administrator

England, Bedfordshire, Bedford
13 Sep 2019
13 Oct 2019
Seniority Level
Contract Type

Job title: Financial Planning Administrator

Location: Bedford

Salary: Competitive

Job Type: Full Time, Permanent

The Company is looking for an enthusiastic Financial Planning Administrator to join the highly successful Financial Planning Services team based in Bedford. You will be joining a dynamic Financial Planning Admin team that provides administration and support to the Financial Planners.

This is a great opportunity to join a highly specialist team and organisation that is committed to an inclusive and collaborative working environment. They recruit and develop the most diverse range of talent they can since they believe that everyone brings something different to the table – so they’d love to know what makes you different.

Job Duties:

  • Support and assist the Financial Planner with research and creation of client suitability reports in a timely and efficient manner
  • Liaise with clients, providers and consultants as appropriate
  • Ensure work activities are completed in a timely manner and recorded accurately

Key Requirements:

  • A fantastic communicator with a focus on helping customers and attention to detail
  • A forward thinker who has a proactive approach
  • Experienced in helping and supporting customers, clients and/or colleagues
  • A great organiser with a persistent attitude

The successful candidate will benefit from their competitive package.

Please click the APPLY button to send your CV and Cover Letter for this role and to receive further information.

Candidates with the experience or relevant job titles of; IFA Administrator, Independent Financial Advisor Support, Finance Administrator, Finance Support Administrator, Customer Service Advisor, Financial Advisers, Admin Assistant, Personal Assistant, PA, Executive Assistant, EA, IRESS, Financial Administrator, Finance, Business Administrator, Secretary, Support, Administrative Assistant, Business Administrator, Support Administrator, Office Assistant, Office Support, Executive Administrator, Business Support will also be considered for this role.

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