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IFA Financial Administrator ( 6 Month Contract), London Offices, Hybrid, Up to £30,000 Pro Rata

Financial Divisions
Posted 9 hours ago, valid for 25 days
Location

London, Greater London EC1R 0WX

Contract type

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

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  • Join a high-net-worth (HNW) client-facing team in a vibrant London-based firm of financial planners.
  • The position requires 1 to 2 years of IFA administration experience and offers a salary commensurate with experience.
  • This role provides excellent benefits, including hybrid working, personal development plans, study support, and career progression.
  • Candidates will have the opportunity to progress towards paraplanning and will work closely with high billing advisers supporting HNW clients.
  • The environment is sociable and offers structured mentoring and learning programs, making it suitable for graduates or administrators seeking a fresh challenge.

Join a HNW Client Facing team

Excellent benefits package includes hybrid working, personal development plan, season ticket loan, study support, career progression, sociable environment.

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

Please send your CV to Sam Negbenebor at Financial Divisions.

Apply now in a few quick clicks

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.