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Executive IFA Administrator

  • Shortlist
Location Twickenham , Greater London
Sector Financial Services
Salary Negotiable
Type Permanent
Consultant Alex Woodward
Ref 69970

A fast paced and well-respected Wealth Management firm that seeks to build long term, trusting relationship with their clients.

They provide fantastic support and development to all of their employees and like to nurture and progress talent form within.

There is a great community feel throughout the company, with a very friendly but professional working environment.

The Opportunity

This is a fantastic position for an experienced IFA administrator to join a growing firm that can offer genuine career development by having such a broad proposition on offer as well as offering exam and study support for people looking to further their technical knowledge and qualifications.

You will part of an administrative team and will play an active part in supporting both the firms paraplanners and advisors in a brand new office.

What’s needed for me to be considered?

  • Previous experience within the IFA practices is preferred
  • Knowledge and understanding of the FCA regulations
  • Effective communication, both written and verbal
  • Have a professional, proactive and positive attitude

What next?

Apply today to be considered for this opportunity.  If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.  In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive a cheque for £200 if we assist them in securing a new career.              

Job Synonyms:            

IFA administrator, Financial planning administrator, private client support, paraplanner assistant, IFA support, Senior IFA administrator, back office support, sales support, IFA support