IFA Administrator - #2105721

IFA Administrator

Belfast, hybrid

Up to £35,000

We are supporting a wealth management firm that believes great financial planning goes beyond numbers. Their advisers take the time to understand clients’ goals, values, and life circumstances to create tailored, practical strategies that help people achieve lasting financial well being.

As a Financial Planning Administrator based in a nice modern office, you’ll play a key role in supporting the two advisers and a paraplanner to deliver exceptional financial planning services. You’ll use your experience to date to help ensure all client solutions are aligned with their long-term objectives.

Benefits:

• Up to £35,000
• Hours: 9 to 5pm
• Open to part time or full time applicants
• Pension contribution
• Free onstreet parking
• Nice area to pop out in over lunchtime
• A supportive and collaborative team culture that values growth and professional development.
• Opportunities to study towards the Level 4 diploma

To be considered for this Adviser Support position:

• Proven experience within an advisory or wealth management environment.
• Prior experience with supporting an adviser
• Good understanding of financial products - investment & pensions
• Proficient in using financial planning platforms

Apply today to be considered for this Adviser support opportunity. If this particular vacancy isn’t the perfect fit, please do still get in touch – we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion.

Additionally, if you know someone who could be a good fit, please refer them as we offer a £200 referral reward if we assist them in securing a new role.

Job Synonyms: Technical Admin, Technical Support, Financial Planning Admin, IFA Support, Report Writing