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Adviser Support Administrator


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Salary £25000 - £30000

Recruiter Managing This Role

An exciting new opportunity has arisen for an organised Adviser Support Administrator (IFA Administrator) to work in a busy practice in Central London which is on a growth trajectory over the next 5-10 years. This is a rewarding role with progression and exam support strongly supported – the business has a proven track record of success from promoting from within.

Why join?

  • Progression path available from Adviser Support Administrator to Paraplanner/Adviser
  • Access to the most up to date technology and systems to promote high quality client experience
  • Support with study for the R0 Financial Planning exams provided
  • Opportunity to work with some of the best Advisers in the industry
  • Full training can be provided
  • Fridays working from home
  • Social office with team get togethers

The role is to support a small team of Advisers with Adviser Support Administrator duties such as:

  • Managing the Adviser diaries
  • Providing high quality client servicing
  • Liaising with providers and platforms
  • Managing client information on the back office system
  • Issuing valuations, LOAs and annual review letters
  • Policy reviewing
  • Assisting Paraplanners with reports and client packs
  • Study for R0 exams to improve technical abilities

The ideal candidate will have:

  • Prior experience working in an Adviser Support Administrator capacity within an IFA, Financial Planning practice or Financial Services firm such as a Provider or Platform
  • Experience liaising with and supporting Financial Advisers
  • A start with R0 exams would be advantageous 
  • Enthusiasm about the Financial Planning industry
  • Excellent phone and email manner

If you are interested in the Adviser Support Administrator role, please apply and one of our consultants will be in touch. 

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Application For Adviser Support Administrator