Senior IFA Administrator

• Senior IFA Administrator
• Chartered IFA Firm - £35k - £43k
• Offices in Central London (Farringdon)
• Attractive benefits package on offer
• 3 days in the office per week

My client are a Chartered Independent Financial Advice firm based in Central London near Farringdon. I have met the Directors and placed 6 staff into the business. They offer whole of market advice on Pensions, Investments, Tax Planning, IHT, Protections and esoteric schemes such as VTC & EIS. They also do Wills and Trusts as well as Powers of Attorney. The business has built a loyal book of 500 clients who are a mix of families, retirees and business owners based across London and the South east. Clients hold investable assets between £500k - £5m. The advisers are busier than ever and are generating lots of new business through recommendation and referral.

The highest billing adviser is looking for a brand-new Senior IFA Administrator to work on a 1-2-1 basis with him. The role will be working directly with the adviser and assisting them with all necessary administrative support to enable them to offer the highest quality service to their clients. You will attend some client meetings and do all pre and post meeting work on behalf of the adviser and all necessary client servicing work. Duties will include: Letters of Authority and Valuation, prepare meeting packs, speaking to clients and providers, all prep and follow up work follow client meeting and general assistance with the running of the office. If you have knowledge of Intelligent Office, this will be highly advantageous. This is a fast paced role and you will need to be adaptable as the schedule of the adviser changes regularly.

The role will pay up to £43k plus a full benefits package. If this role sounds of interest or any other roles I am working on please get in touch.