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A growing and busy Independent Financial Advisory practice in Central London are looking for an organised Adviser Support Administrator (IFA Administrator) to join their team. 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?
- Progression path available from Adviser Support Administrator to Paraplanner/Adviser
- 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 role is to support a small team of Advisers with Adviser Support Administrator duties such as:
- Managing the Adviser diaries
- Providing high quality client servicing
- Liaising with providers and platforms
- Managing client information on the back office system
- Issuing valuations, LOAs and annual review letters
- Policy reviewing
- Assisting Paraplanners with reports and client packs
- Study for R0 exams to improve technical abilities
The ideal candidate will have:
- Prior experience working in an Adviser Support Administrator capacity within an IFA, Financial Planning practice or Financial Services firm such as a Provider or Platform
- Experience liaising with and supporting Financial Advisers
- A start with R0 exams would be advantageous
- Enthusiasm about the Financial Planning industry
- Excellent phone and email manner
If you are interested in the Adviser Support Administrator role, please apply and one of our consultants will be in touch.
