IFA Administrator
Salary
Location
Job Type
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Job Title: IFA Administrator
Industry: Financial Planning
Location: London
Salary: £26,000 – £35,000
Job Reference: 16009
Job Description:
Recruit UK are working on an excellent opportunity for an IFA Administrator to join an Independent Financial Advisory firm in London.
This IFA firm provides simple and attainable financial planning and are now looking for a driven and organised IFA Administrator to join their young and dynamic team.
Due to fantastic growth over the past couple of years, they have taken on some exceptional new hires and are continuing to grow their team.
Duties will include but are not limited to:
- Process and submit new business
- Support and assist the Advisers
- General PA duties
- Liaise with product providers, clients, advisers, and other relevant parties
- General administrative duties
- Prepare for client meetings
- Update and maintain internal office systems
- Support with suitability reports
- Salary Up to £35,000 dependent on experience
- Hybrid working – 3 days in the office / 2 days at home
- Life cover / Pension
- Flexible holiday allowance
- Paid exam support to Level 4 Diploma
- Experience in an independent firm within the financial services (ideal)
- Strong experience working as a PA or administrator
- Competent with Microsoft Office packages
- Excellent written and verbal communication with an attention to detail
- Start every journey with a conversation to find out about you in-depth.
- Provide honest feedback on where you fit in the jobs market.
- Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
- Take a holistic mindfulness approach – career happiness is rarely just about the money.
- Cover the whole of the UK with a local touch through our regional teams.
- Never pester you.