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This is your opportunity to join a dynamic financial planning firm based in London, dedicated to providing comprehensive financial advice and solutions to individuals and families. The team is committed to delivering exceptional service, tailored to each client's unique needs and goals. We believe in fostering a collaborative environment where professionals can grow and thrive.
Position Overview:We are seeking a motivated and detail-oriented Junior IFA Administrator to join our team in London. You will be working closely with the senior administrators and linked to the paraplanning team to support the delivery of high-quality financial plans and advice to the clients. This is an excellent opportunity for an individual looking to start their career in financial planning and gain valuable experience in a fast-paced environment.
Qualifications:
- Strong analytical skills with attention to detail and accuracy.
- Excellent communication and interpersonal skills.
- Ability to work effectively both independently and as part of a team.
- Proficiency in Microsoft Office Suite, particularly Excel and Word.
Benefits:
- Competitive salary of £26,000 to £32,000 (DOE).
- Opportunities for professional development and advancement within the company.
- Supportive and collaborative work environment.
- Discretionary Bonus
- 32 days annual leave with Buy/Sell holiday scheme
- Income protection insurance
- Death in service life assurance
- Private medical insurance
- Company pension scheme - employer matching up to 5%
- Rail Season Ticket Loan
- Flexible hours scheme
What’s next?
Apply today to be considered for this IFA Admin opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion, we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.Synonyms: Financial Planning, Wealth Management, Financial Planning, Technical Support, Client Service, IFA Admin, Support
