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Financial Planning Administrator

Financial Planning Administrator

Switch Recruitment

Posted 9 hours ago, valid for 9 days

London, Greater London EC1R 0WX

£44,000 - £55,000 per annum

Full Time

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Sonic Summary

Our client is a reputable provider of financial advisory services seeking an IFA Administrator due to sustained growth.
The role involves providing administrative support to Financial Planners, undertaking client valuations, and liaising with insurers for new business quotations.
Candidates should have experience in wealth management or financial services administration, with strong technical knowledge of pensions and investments.
While professional qualifications are preferred, they are not essential, and good communication skills are required.
The position offers a competitive salary, benefits, and a bonus package, along with flexibility for home and office working.

Our client is a highly reputable provider of financial advisory services to a range of private client and corporate organisations. Due to sustained growth, they are currently seeking a competent IFA Administrator to join their growing team.

Responsibilities:

- Providing administration and planning support to Financial Planners and a professional service to new and existing clients

- Undertake client valuations and preparing documentation ahead of client reviews

- Liaising with insurers / providers for new business quotations and updating software accordingly

- Ensuring all client records are kept up to stand and all relevant checks etc are completed

Candidates need to have experience of working within wealth management / financial services administration and ideally hold some professional qualifications, although this is not essential. You will have strong technical knowledge of pensions, investments, protection etc as well as good verbal and written communication skills and have the ability to manage multiple tasks.

In return our client is looking to offer a competitive basic salary, benefits and bonus package, plus full flexibility around home / office working.

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