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IFA ADMINISTRATOR - London - o £33/34k, great benefits package includes hybrid working plus...

Financial Divisions
Posted 11 hours ago, valid for 14 days
Location

London, Greater London EC1R 0WX

Salary

£30,000 - £36,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • This is an excellent opportunity for a talented IFA Administrator to join a vibrant Financial Planning firm in London.
  • The role requires either a Graduate with approximately 18 months of IFA Admin experience or a career Administrator with around 2 years of experience.
  • The position offers a salary commensurate with experience, along with a structured personal development plan and full study support towards the CII Level 4 Diploma.
  • Employees will benefit from a sociable environment, career progression opportunities, and a hybrid working option after the initial training period.
  • The successful candidate will engage in various tasks including processing new business and managing client meetings, with the potential to progress towards paraplanning.

plus personal development plan, season ticket loan, study support, career progression, sociable environment.

Superb opportunity for a talented dynamic IFA Administrator to join this vibrant, London Financial Planning firm where their reputation has contributed to their growth and success in the London market.Opportunity Highlights** Enjoy working with a team of likeminded professionals with a great work/life balance** This role offers an opportunity to progress towards paraplanning with study support on offer.** This team supports several high billing Advisers working with an interesting HNW Client Portfolio

** Excellent sociable environment** Will suit either a Graduate with c 18 months IFA Admin experience or a career Administrator with c 2 years’ experience looking for a fresh challenge.** Opportunity to build a strong social network. ** As you grow your skills your role will broaden and will include processing new Business, maintaining compliance, fund switches , valuations, provider liaison, diary management, organising and attending client meetings, managing ongoing client review process.** Opportunity to start writing suitability letters with exposure to technical queries as you progress if desired** Full structured mentoring and learning programmes for all staff.** Full study support towards the CII Level 4 Diploma on offer** Full hybrid working option available after initial training period.To apply for this brilliant opportunity, send your cv to Camilla Howden.

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.