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Our client, a very successful, chartered financial planning firm in the city of London are looking to appoint a Senior IFA Administrator to join their experienced team on a permanent basis.
This truly is a first-class opportunity to join one of the most reputable & prestigious financial planning firms in the city.
Our client offers fantastic career progression & flexible working.
Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include: Full job spec is available on request
- Providing support to Paraplanners & Financial Planners
- To process new business applications across the key financial products
- Ensuring that financial transactions are completed correctly & compliantly
- To be the first point of contact for clients
- Preparing for client review meetings
- Acquiring client portfolio valuations
The candidate:
- c3 years + IFA/ financial planning administration experience (essential)
- Excellent knowledge of provider platforms (essential)
- Intelligent Office experience (desirable)
What’s on offer:
- Basic starting salary of up to c£40,000
- Discretionary bonuses
- 26 days holiday (rising)
- Full study support inclusive of training courses
- Structured career progression
- Extended benefits package
To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Paul Taylor on LinkedIn.
