Overview
IFA Administrator – Belfast. Salary: £28,000 – £35,000 per annum.
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.
Responsibilities
As a Financial Planning Administrator based in their Belfast office, you’ll play a key role in supporting the advisers to deliver exceptional financial planning services. You’ll use your technical expertise to help ensure all client solutions are aligned with their long-term objectives.
Requirements
* Proven experience within an advisory or wealth management environment.
* Good understanding of financial products – investment & pensions
* Experience using Excel
* Proficient in using financial planning software and CRM systems
Benefits
* Up to £35,000
* Hours: 9 to 5pm
* Open to part time or full time applicants
* Pension contribution
* A supportive and collaborative team culture that values growth and professional development.
* Opportunities to study towards the Level 4 diploma
To Be Considered
* Proven experience within an advisory or wealth management environment.
* Good understanding of financial products – investment & pensions
* Experience using Excel
* Proficient in using financial planning software and CRM systems
Apply
Apply today to be considered for this IFA Admin opportunity. If this vacancy isn’t the perfect fit, please 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, Junior Paraplanner, Technical Support, Financial Planning Admin, IFA Support
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