Home
London
Financial planner
IFA Administrator

IFA Administrator

Taylor James Professional Recruitment

Posted 12 days ago, valid for 9 days

London, Greater London EC2V 7WS, England

£35,000 - £42,000 per annum

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

Our client, an award-winning chartered firm of financial planners, is seeking an experienced Client Services Administrator to join their London-based team.
The role offers an opportunity to develop technical skills while supporting Paraplanners and Financial Planners, with responsibilities including client contact and processing new business applications.
Candidates should have at least 2 years of experience in IFA or financial planning administration, and familiarity with CURO and studying towards a level 4 diploma is desirable.
The position offers a starting salary of up to £37,000, a 10% bonus, flexible working options, 25 days of holiday, and full study support.
Additional benefits include a 5% pension, death in service coverage, and health/dental plans.

Flexible working & homeworking available

Our client, an award winning and chartered firm of financial planners are looking to recruit an experienced Client Services Administrator to join their city of London based team.

This is a first class opportunity to develop your technical skillset within a reputable team of professionals.

Our client is also interested in speaking with candidates who are also looking to move into paraplanning in the future.

Duties & responsibilities will include (not limited to):

To provide support to Paraplanners & Financial Planners
To be the first point of contact for clients
To process new business applications across the key financial products
Ensuring that financial transactions are completed correctly & compliantly
Preparing for client review meetings
Acquiring client portfolio valuations

The candidate:

c2 years + IFA/ financial planning administration experience (essential)
Experience of CURO (desirable)
Studying towards level 4 diploma (desirable)
Excellent knowledge of provider platforms

What’s on offer:

Starting basic salary of up to c £37,000 + 10% bonus
Flexible working & homeworking available
25 days holiday
Full study support inclusive of training courses
Pension at 5%
DIS X 4
Dental/ health

To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Paul Taylor on LinkedIn.

Apply now in a few quick clicks