Opportunity for an ambitious IFA Administrator to join an independent financial advice company offering funding and training to support your career progression.
You’ll join an established independent financial advice company that will give you the necessary funding and training to support your career progression. This will give you the opportunity to become a Paraplanner, Financial Advisor, or any other role in finance.
You’ll play an important role in the growth of the business providing administrative support to Financial Advisors and company directors. Duties will include:
Our client is an independent financial advice company specialising in retirement and inheritance tax planning but also offer advice in investing, family protection and long-term care. They are a small but established firm operating a relaxed, non-corporate environment with a friendly, family-like team.
As well as joining an upbeat and supportive team that is about to move into a brand-new office near Bicester, benefits include:
To be successful, you will...
…have experience in a financial advice organisation
…be highly organised with great attention to detail
…be skilled in Microsoft packages (especially Word and Excel)
…have excellent communication skills
…be able to pick things up quickly
…be able to work independently and in a team
…be uninterested in clients
…be unsupportive to colleagues
If you’re ambitious and interested in developing your career in finance, apply now!