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A growing and busy Independent Financial Advisory practice in Central London are looking for an organised graduate or school leaver to join their team as a Junior IFA Administrator. They are on a growth trajectory over the next 5-10 years, and this is a rewarding role with progression and exam support strongly supported - the business has a proven track record of success from promoting from within.Why join as a Junior IFA Administrator?
- Progression path available from to Adviser Support Administrator
- Access to the most up to date technology and systems to promote high quality client experience
- Support with study for the R0 Financial Planning exams provided
- Opportunity to work with some of the best Advisers in the industry
- Full training can be provided
- Fridays working from home
- Social office with team get togethers
The Junior IFA Administrator role is to support the wider business with duties such as:
- Providing support to Administrators and Adviser staff
- Providing high quality client servicing, contacting them to provide updates and information
- Issuing valuations, LOAs and annual review letters
- Updating the CRM system with client information
- Liaising with providers and platforms
- Welcoming and greeting clients
The ideal candidate will have:
- Some experience working in an office setting
- Educated to GCSE's / A Level
- Ability to communicate well with internal staff and external parties
- Enthusiasm about the Financial Planning industry
- Excellent phone and email manner
If you are interested in the Junior IFA Administrator role, please apply and one of our consultants will be in touch.
