Home
London
Financial planner
IFA Administrator

IFA Administrator

Posted 2 days ago, valid for 2 days

London, Greater London EC1R 0WX

£44,000 - £55,000 per annum

Full Time

Retirement Plan

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

The IFA Administrator position is located in London and offers a competitive salary along with a market-leading benefits package, including a bonus and flexible working options.
The role requires at least 1-2 years of experience in an administration or sales support role within a Financial Services Advice environment.
Candidates should have detailed knowledge of regulatory requirements and experience with investments, pension plans, and other financial products.
Strong IT skills, particularly with the basic MS Office package, as well as excellent organizational, communication, and numeracy skills are essential.
The main duties include liaising with clients and financial professionals, processing new business, preparing valuations and quotations, and completing FCA compliant transactions.

IFA AdministratorLondon Competitive salary + market leading benefits package, bonus, flexible workingAward winning Financial Planning organisation in London are hiring. I require an enthusiastic and experienced Financial Planning Administrator to join this successful office.Experience in a Financial Services environment is essential and in return you can receive a market leading salary and benefits package including bonus.The successful candidate will:* Have at least 1-2 years experience carrying out an administration/sales support role within a Financial Services Advice environment.* Detailed and working knowledge of regulatory requirements.* Experience and knowledge of investments, pension plans and other financial products.* Strong IT skills; basic MS Office package.* Excellent organisational and communication skills.* Strong numeracy skills.The main duties of this role include:Liaising with clients, fund managers, solicitors and accountants daily.New business processing

Preparing Valuations, Illustrations & Quotations

Completing FCA compliant transactions.Obtaining information from fund managers.Sending letters of authority.Working closely with advisers.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.

Apply now in a few quick clicks

IFA Administrator

Financial Planner

Financial Planner

Financial Planner