Financial Planning Administrator

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Client:

Heat Recruitment

Location:

Milton Keynes, United Kingdom

Job Category:

Finance

EU work permit required:

Yes

Job Reference:

0539a1c15e9f

Job Views:

4

Posted:

24.04.2025

Expiry Date:

08.06.2025

Job Description:

Location: Milton Keynes

Salary: £25000 - £30000

Type: Permanent

Workplace: On-Site

We are assisting a Milton Keynes based client in welcoming a new IFA Administrator to their established administration team. They offer financial products and investments across the whole market, so your product knowledge will increase. There is a great company culture and an array of exciting opportunities.

In your career with this company, you will have regular reviews and support with exams (demonstrated with current members of staff being promoted within).

Benefits:

1. Competitive salary
2. 3x life cover
3. Free parking
4. PHI
5. 5% matched contributions
6. PMI
7. Friday afternoon off

Minimum Requirements:

1. Previous experience within a Financial Planning company
2. Professional communication manner, both written and verbally
3. Investment and pensions knowledge
4. Any Financial Services qualifications are desired

What's next?

Apply today to be considered for this IFA Administrator opportunity. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: Administration, Client Services Administrator, Sales Support, IFA admin, Adviser Support, Financial Planning Admin