IFA Administrator

mbf.

Posted 16 hours ago, valid for 10 days

London, Greater London EC2V 7WS, England

Full Time

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Sonic Summary

The IFA Administrator position is based in London with a hybrid work model of 3 days in the office and 2 days from home.
The role involves supporting Financial Planning Directors and Planners within a highly regarded professional services firm.
Candidates should have at least 2 years of experience in a Financial Planning business and a commitment to remain in the role for a minimum of 2 years.
The salary for this position ranges from £35,000 to £40,000, depending on experience, along with an annual discretionary bonus and exceptional benefits.
The firm offers a positive work environment and a comprehensive benefits package including 30 days of holiday, PMI, PHI, an exceptional pension, and flexible benefits.

IFA Administrator

Location: London (Hybrid: 3 days in the office, 2 days from home)

We are partnering with a highly regarded professional services firm based in London to recruit an IFA Administrator.

About the Firm:

This firm is known for its comprehensive range of services, including accounting, tax advisory, and consulting solutions. They are committed to creating a positive and engaging work environment and place significant emphasis on their private client and financial planning arm.

Financial Planning Division:

The Financial Planning division is dedicated to providing comprehensive financial planning and advisory services to individuals, families, and businesses. This division focuses on helping clients navigate complex financial challenges, plan for the future, and maximise their financial well-being.

Role:

The firm is currently seeking a Financial Planning Administrator to join their team and support the Financial Planning Directors & Financial Planners. This role is crucial in bolstering the existing support function within the division.

Ideal Candidate:

2+ years of experience working within a Financial Planning business, providing support to Financial Advisers.

A commitment to remain in this role for a minimum of 2 years.

Strong organisational and communication skills.

Package:

Salary: £35,000 to £40,000 (depending on experience)

Annual Discretionary Bonus

Exceptional Benefits Package including;

30 days holiday

PMI

PHI

Exceptional Pension

Flexi Bens

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