IFA Administrator
Salary
Location
Job Type
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Job Title: IFA Administrator
Industry: Financial Planning
Location: London
Salary: £32,000 – £38,000
Job reference: 15976
Job Description:
Recruit UK are working on an excellent opportunity for an experienced IFA Administrator in London to join an award-winning Independent Financial Advisory firm. This Chartered IFA firm provides investment advice specializing in ethical investment.
As an IFA Administrator, you will be working in a small team of administrators supporting and working closely with two Financial Advisers and their Paraplanners.
The IFA Administrator’s responsibilities will include:
- Process new business
- Update and maintain internal office systems
- Support with executing advice to clients
- Basic report writing
- Liaise with product providers, clients, advisers, and other relevant parties
- General administrative tasks
- Salary Up to £38,000
- Office and/ or home-based (2 days in the office minimum)
- Holiday and pensions benefits
- 2 – 3 years experience in an independent firm within the financial services in an administrative role
- Working towards Level 4 Diploma in Financial Planning
- Confident dealing with high-net-worth private clients
- Experience using XPLAN and WRAP platform
- Adaptable and able to work under pressure
- 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.
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