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IFA Administrator (Progression to Advisor)

£29,000 + Training + Progression + Hybrid After Probation + Company Bonus + Company Benefits

Cheltenham

Are you an IFA Administrator or similar, looking to join a successful independent financial advisors that will invest in your career heavily through 6-12 months of extensive internal training and provide clear routes to progress to Advisory within 2 years?

On offer is the opportunity to join a successful and growing business that promotes progression from within, in a varied and fast-paced role where you play an integral part in supporting the Advisors in a varied and fast pace position.

Your responsibilities will include submitting new business applications for investments, following up with providers for information, preparing review packs for clients, and handling general administrative duties.

This dynamic business are a financial advisory firm providing tailored investment and wealth management services.

This role would suit an IFA Administrator or similar looking to become a fully qualified Advisor in a business that will invest in your career heavily and promotes progression from within.

The Role

Supporting Advisors
Submitting new business applications
Progression to Advisor
Monday - Friday, 9am - 5pm
Hybrid after probationThe Person

IFA Administrator or similar
Wants to progress to AdvisorReference Number: BBBH18998a

Administrator, Finance Administrator, IFA, Financial Services, Financial Administrator, IFA Administrator, Finance, Pensions Administrator, Gloucester, Cheltenham, Montpelier

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV.
We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position.
The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.

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