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IFA ADMINISTRATOR (progression to paraplanning) - London - £30/32k plus...

IFA ADMINISTRATOR (progression to paraplanning) - London - £30/32k plus...

Financial Divisions

Posted 9 days ago, valid for 9 days

London, Greater London EC1R 0WX

£44,000 - £55,000 per annum

Full Time

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Sonic Summary

A vibrant London-based firm of Financial Planners is seeking a dynamic individual with 1 to 2 years of IFA Admin experience for a role offering a salary of £25,000 to £30,000.
The position provides a great benefits package including hybrid working, personal development plans, season ticket loans, study support, and opportunities for career progression.
Candidates will work with high-net-worth clients and support several high billing Advisers, while enjoying a sociable environment and a good work/life balance.
The role includes responsibilities such as processing new business, maintaining compliance, and managing client meetings, with opportunities to progress towards paraplanning.
Full structured mentoring and learning programs, along with study support towards the CII Level 4 Diploma, are included after the initial training period.

plus great benefits package includes hybrid working, personal development plan, season ticket loan, study support, career progression.

Superb opportunity for a talented dynamic individual with 1 to 2 years IFA Admin experience to join this vibrant, London based firm of Financial Planners where their reputation has contributed to their growth and success in the London market.

Opportunity Highlights

** Enjoy working with a team of likeminded professionals with a great work/life balance

** This role offers an opportunity to progress towards paraplanning with study support on offer.

** This team supports several high billing Advisers working with HNW Clients

** Excellent sociable environment

** Will suit a Graduate with c 12 months IFA Admin experience or an Administrator with 1 to 2 years’ experience looking for a fresh challenge.

** Opportunity to build a strong social network.

** As you grow your skills your role will broaden and will include processing new Business, maintaining compliance, fund switches , valuations, provider liaison, diary management, organising and attending client meetings, managing ongoing client review process.

** Opportunity to start writing suitability letters with exposure to technical queries as you progress.

** Full structured mentoring and learning programmes for all staff.

** Full study support towards the CII Level 4 Diploma on offer

** Full hybrid working option available after initial training period.

To apply for this brilliant opportunity, send your cv to Camilla Howden.

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