IFA Administrator

Job Title: Independent Financial Advisor (IFA) Administrator
Location: The City, London
Salary: £28,000 – £30,000

Key Benefits:

• Work-Life Balance: Flexibility for one day working from home from the get-go, increasing to 3 days post probation
• Progression pathway: Pathway to Junior Paraplanner upon the completion of the Level 4 Diploma is encouraged
• Exam Support: Structured training plan in place and support for professional exams
• Employee Benefits: Discretionary annual bonus scheme from day one, annual pay reviews, private medical insurance, enhanced holiday allowance.
• Company Culture: They pride themselves on providing a unique and supportive culture, with a track record of promoting internal growth and career development.

We are currently seeking dynamic and motivated individuals to join a modern and award-winning, established IFA in London as an IFA Administrator. The successful candidates will play a crucial role in supporting multiple Financial Advisors and contributing to the overall success of the organisation. We are open to considering candidates with or without industry experience, with a strong emphasis on attitude and tech-savviness.
 

Key Responsibilities:

• Provide administrative support to Independent Financial Advisors in day-to-day operations.
• Utilise back office systems and workflows
• Assist in the preparation and processing of client documentation and financial transactions.
• Processing of new business
• Maintain accurate and up-to-date client records using our internal systems.
• Liaise with clients, both in person and over the phone, providing excellent customer service.

Role requirements:

• Exposure to Financial Services (0-2 years) would be ideal, such as in IFA Administration, Investments or Pensions
• Also can consider post-graduates or people with a keenness to get into the industry
• Knowledge of using a CRM
• Proactivity and drive to forge a successful career within Financial Planning
   

What’s 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.  

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

Synonyms: IFA Administrator, Client Services, Client Support, Financial Administrator, Business Support, Financial Planning Administrator, IFA Admin, Client Delivery, Adviser Support, Financial Planning, Wealth Management