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A Financial Planning firm that specialises in providing advice on Pensions, Investments, Inheritance Tax planning and Wealth Management is looking for an experienced IFA Admin to join them near St James Park
They are looking for an IFA Administrator to work one on one with the Adviser (Director) and a trainee IFA. They are ideally looking for someone that is keen to join a small company with growth plans, so promotions and development will be on the table.
As an IFA Administrator, you will be responsible for a range of tasks, including:
- Updating client records on IO
- Preparing financial reports
- Producing cash flow models
- Conducting research on financial products and services
- Providing administrative support to financial advisers
On Offer
- £28,000 - £36,000
- Hybrid working - 3 days in, 2 days from home (more days from home will be available once settled into the role)
- A supportive work environment
- DIS
- 25days holiday plus bank holiday
- Opportunities for professional development
- Nearest Tube station: St James's Park
What's next?
Apply today to be considered for this IFA Administrator 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 that match your requirements.
Additionally, if you refer a friend or colleague to us, you will receive £200 if we assist them in securing a new career.Synonyms: Client Services Administrator, Sales Support, Client Support Administrator, Business Support, Client Delivery, Adviser Support, IFA, Wealth Management, Financial Planning, Wealth Admin, IFA Administrator #LI-LW1 #LI-hybrid
