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IFA Administrator

IFA Administrator

Taylor James Professional Recruitment

Posted 9 hours ago, valid for 8 days

London, Greater London EC2V7NQ, England

£40,000 - £48,000 per annum

Full Time

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Sonic Summary

Our client, an award-winning chartered firm of financial planners, is seeking an experienced Client Services Administrator to join their London team.
Candidates should have at least 2 years of IFA/financial planning administration experience and a strong knowledge of provider platforms.
The role involves supporting Paraplanners and Financial Planners, processing new business applications, and preparing for client review meetings.
The starting salary for this position is up to £37,000, with an additional 10% bonus and various benefits including flexible working and full study support.
This opportunity also allows for career progression, as the firm is interested in candidates looking to move into paraplanning in the future.

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.

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