IFA administrator – London

recruitukltd Salary: £20,000 - £28,000

Our client, based in the heart of the city of London, has grown steadily and is now one of the UKs top 100 IFAs.  The business is wholly owned by their employees which is one of the main reasons for their ongoing success – everyone that works there has a vested interest in the companies progression.  They are a modern IFA that prioritises quality, service and simplicity and they are passionate about providing a high level of service to their clients who have established relationships.

 

A position has become available within their Administration team, and they are seeking someone to join them who has experience of working in an advisor support role.  The successful candidate will need to fit in with the team and therefore needs to be like-minded with strong interpersonal skills, an ability to work accurately with excellent time management.  Applicants will need to have a knowledge of the industry and an understanding of products and services as well as FCA regulations.  The role will involve daily communication with clients and providers, arranging client meetings for the advisor, preparing for client meetings as well as managing new business submittals.

 

To apply for the role you will ideally have the Certificate in Financial planning or equivalent and or be working towards the diploma in financial planning.

 

In return, you will receive a Discretionary Annual Bonus, a Contributory Pension Scheme, Private Medical Insurance, Death in Service, Private Health Insurance, Critical Illness and an interest free Season Ticket Loan.

 

If you would like to be considered for the role please apply. If you have any questions, please contact Louise Sheppard at Recruit UK Ltd on 0117-917-0411. 12118.

To apply for this job email your details to admin@recruitukltd.co.uk