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SENIOR IFA ADMINISTRATOR/ ADVISER SUPPORT-London-hybrid working-Salary to c£45/47k plus...

Financial Divisions
Posted 7 hours ago, valid for 5 days
Location

London, Greater London EC1R 0WX

Salary

£36,000 - £56,400 per annum

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Contract type

Full Time

Retirement Plan

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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  • The position is for a Senior IFA Administrator at a dynamic independent firm focused on providing excellent client service.
  • The role involves providing dedicated administrative support to Directors and experienced Advisers, managing tasks related to pensions, investments, IHT, estate planning, and protection.
  • Candidates must have a minimum of 3 years of IFA Administration experience to qualify for the position.
  • The job offers a competitive salary along with an exceptional benefits package that includes bonuses, generous holidays, hybrid working, and an excellent pension scheme.
  • This opportunity allows for a significant work/life balance while playing a pivotal role in the firm's operations.

plus exceptional benefits package including bonus, generous holidays, hybrid working, excellent pension scheme amongst others.

My Client is a truly dynamic forward-thinking independent firm with a very talented and successful team of individuals focussed on providing a first-class service to their Clients. They are now in a position to offer this incredible opportunity to a Senior IFA Administrator who is looking for an opportunity to add value to the business and play a pivotal role in the business.

Opportunity Highlights

** Perfect opportunity for a Senior IFA Administrator who enjoys playing an important role in the day-to-day operations

** Provide a dedicated Admin support service to both the Directors and experienced Advisers

** Enjoy an all-encompassing Admin support role across pensions, investments, IHT, estate planning, and protection

** Take responsibility for the end-to-end process including 3rd party providers, illustrations, LOAs, valuations, and managing client relationships.

** You will gain an excellent work/life balance within this business with an exceptional Benefits Package

** You must be able to demonstrate a minimum of 3 years IFA Admin experience

To register your interest please email Camilla Howden.

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.