IFA Administrator (Financial Planning)

IFA Administrator (Financial Planning) 35,000 - 40,000 DOE + Pension + Study Support + 23 days holiday + hybrid working after probation Part Time 3 or 4 days a week to suit BanburyAre you an administrator from a Financial Planning or IFA practice looking to work for a financial advisory specialist, with exceptional progression opportunities?Are you looking to work for a company that will offer full study support to gain your financial qualifications and progress your career?On offer is the opportunity to work for a bespoke firm in financial planning. With over 30 years of experience, the organisation is looking to expand its team and provide opportunities for internal growth and career progression.This role would suit someone with an administrator background who is seeking a position that offers professional development and studying towards a CII Diploma qualification. You will have a passion for delivering high-quality work within set time frames and a strong ability to confidently engage with clients.The Role:Maintaining the client fileImplementing recommendationsClient review preparationGeneral office administration dutiesThe Person:Experience in an administration roleStudy towards a CII Diploma qualification, or equivalentExperience with Intelliflo, Quilter, Transact or similar is desirable If you''re interested in this role, click ''apply now'' to forward an up-to-date copy of your CV.Reference Number: BBBHWe are an equal opportunities employer and welcome applications ..... full job details .....
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