Senior IFA Administrator

Posted 11 April by Taylor James Professional Recruitment
Easy Apply Featured
£33,000 - £40,000 per annum
London , South East England
Permanent, full-time

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Posted by Taylor James Professional Recruitment

Our client, a highly reputable firm of financial planners are looking to recruit an experienced IFA/ Client Services Administrator to join London based team.

Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include: Full job spec is available on request

  • To provide support to Paraplanners & Financial Planners
  • To be the first point of contact for clients
  • To process new business applications across the key financial products
  • Ensuring that financial transactions are completed correctly & compliantly
  • Preparing for client review meetings
  • Acquiring client portfolio valuations
  • Basic paraplanning duties (full training provided)

The candidate:

  • c2 years + IFA/ financial planning administration experience (essential)
  • Studying towards level 4 diploma (desirable)
  • Excellent knowledge of provider platforms

What’s on offer:

  • Starting basic salary of up to c £40,000 + attractive bonus
  • Highly attractive benefits package (full breakdown available)

To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Paul Taylor on LinkedIn.

Reference: 52456261

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