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Technical IFA Administrator

Technical IFA Administrator

Heat Recruitment

Posted a month ago, valid for 6 days

London, Greater London EC1R 0WX

£44,000 - £55,000 per annum

Full Time

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Sonic Summary

A boutique financial planning practice is seeking a Technical IFA Administrator to support an experienced Adviser.
The role is ideal for an IFA Administrator with 2 years of experience, aiming for progression to a Paraplanner position.
The salary for this position ranges from £38,000 to £40,000, along with various employee benefits including hybrid working and a company bonus.
Candidates should have a Level 4 Diploma in Regulated Financial Planning or be close to completion, with experience in the wealth management industry.
The firm values trust and integrity, and is looking for someone with strong administration skills to contribute effectively to the team.

A boutique, and well-renowned independent financial planning practice is looking for a Technical IFA Administrator to directly support an experienced Adviser.This would suit an experienced IFA Administrator seeking a technical support role with a progression pathway to becoming a Paraplanner in the medium term, with access to their internal training programme.You will join a team that has been awarded Best Financial Adviser to Work for award. The company has received many positive current employee testimonials who vouch for it being a brilliant place to work with progression opportunities available.You will receive a competitive salary of £38,000 - £40,000, and a range of staff benefits including hybrid working (4 days in the office in probation, reducing to 2 days a week post-probation), PMI, company bonus and pension contributions of 7.5%.The team are focused on values and providing clients with a trustworthy approach to advice. They are looking for someone who shares these values and has strong Administration skills to make a contribution to the team.What’s needed to be considered?

2 years of experience as a Financial Planning Administrator / IFA Administrator / Senior IFA Administrator / Junior Paraplanner
Achieved Level 4 Diploma in Regulated Financial Planning, or close to completion (couple of exams off)
Experience working in family office or wealth management industry
Experience using IO is desirable
Proven experience of providing quality support to Financial Planners & clients

What next?

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