Home
London
Financial planner
Technical IFA Administrator

Technical IFA Administrator

Heat Recruitment

Posted 13 hours ago, valid for 20 days

London, Greater London EC1R 0WX

£44,000 - £55,000 per annum

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

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 relevant experience looking to progress towards becoming a Paraplanner.
The position offers a competitive salary ranging from £38,000 to £40,000, along with benefits like hybrid working, PMI, and pension contributions of 7.5%.
Candidates should have a Level 4 Diploma in Regulated Financial Planning or be close to completion, and experience in family office or wealth management is preferred.
The company values strong administration skills and a trustworthy approach to client advice, making it a great environment for professional growth.

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?

Apply today to be considered for this 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.

Apply now in a few quick clicks