Senior IFA Administrator

Job Title: Senior IFA Administrator
Location: Finchley, North London
Salary: £40,000 - £45,000

What's on offer?

• Opportunity to head up an evolving Financial Planning division and manage a team of 3
• Fridays working from home
• 24 days of annual leave
• Career progression
• An additional day off for your birthday every year
• Excellent training and development opportunities
• Private medical insurance
• Bonus scheme
• Pension Contribution
• Group Life Insurance
• Christmas and Summer parties
• Quarterly get together and team building
• Small milestone gifts

This is an exciting opportunity for an Senior IFA Administrator to head up the growing Financial Planning division within a multi-disciplinary consultancy group. This consultancy practice is highly successful and allows the Financial arm access to high net worth clients.

You will be a part of an entrepreneurial, forward-thinking company looking to invest in & develop their team as the company grows.

You may be an experienced IFA Administrator looking to step up, or already in the Senior role. You will be working directly with the Lead Adviser and Administrator to manage the back office function of the business.

Personal development & full study support for CII Financial Planning exams provided.

Key Requirements:

• Minimum of 4 years of proven experience in Administration within the financial services sector (preferably an IFA).
• IO experience is crucial for managing systems.
• Excel skills are desirable.
• Ability to motivate and manage a team.
• Strong client communication skills.

What’s next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.

Synonyms: Office Manager, Practice Manager, Administration Manager, Admin Manager, Operations Manager, Client Services Administrator, Sales Support, Financial Planning Administrator, IFA, Financial Planning, Wealth Management, Financial Advisory, Financial Advice, Client Support, Adviser Support