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Financial Administrator - 1 year of experience needed - Chartered IFA - Central London

Financial Divisions
Posted 16 hours ago, valid for 10 days
Location

London, Greater London EC1R 0WX

Salary

£26,400 - £39,600 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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  • The position is for a Financial Administrator at a Chartered IFA, offering a basic salary between £28k and £34k.
  • Candidates are required to have at least 1 year of experience, with full study support provided for those pursuing a Level 4 diploma.
  • The role is office-based for the first 8 weeks, after which employees can work from home for 2 days a week.
  • The successful candidate will join a team of 4 other administrators and will be responsible for client services and back-office administration.
  • The company emphasizes staff wellbeing and offers opportunities for career progression into paraplanning or senior administrative roles.
  • Financial Administrator - Chartered IFA
  • £28k - £34k basic salary
  • Office based for the first 8 weeks then 2 days WFH
  • 1 year of experinece is needed - full study support to Level 4 diploma

My client is a Chartered boutique wealth planning business with offices across in the West End (Central London) who have been operating for many years with significant financial backing. I have met the Directors and placed close to 15 staff into the business including administrators, paraplanners, advisers and mortgage professionals. They have an excellent reputation providing very solid whole of market advice to private clients who are City professionals, families, business owners retirees and accumulators. Many of their clients fall into the HNW category with over £2m of assets to invest. This business has a team of c. 100 staff with 20 Advisers and a full administrative and paraplanning team who support them in a smooth and effective advice offering to their clients. However, they have other businesses bolted on who offer different services.A vacancy has come available for a Financial Administrator with 1 year of experience who can administer all the necessary client services and back-office administration from start to finish. You will report into an Team Leader/Manager, and you will work in a team of 4 other administrators. Experience using Intelligent Office is highly advantageous.The first 8 weeks of the role are fully office based then you can WFH 2 days per week. If you are sitting any exams towards your level 4 diploma, then my client will support you with your studies. My client places a lot of emphasis on staff wellbeing and team rapport and regularly enjoy company socials and trips away. My client are looking to offer circa £28k - £34k basic salary plus a comprehensive study support package and benefits. The role can progress into paraplanning or a more senior administrator/team leader.If this role sounds of interest or any other roles I am working on please get in touch. Contact Peter Fozard at Financial Divisions.

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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.