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Senior IFA Administrator

  • City of London, London
  • Permanent
  • to £42,000

Job details.

Job Title: Senior IFA Administrator

Company: Leading National Wealth Management Business

Location: London

Salary: Up to £42,000 + Bonus and Benefits

Are you a highly skilled and motivated Senior IFA Administrator looking to take your career to the next level? Do you want to work for a prestigious national wealth management business that offers a dynamic and rewarding work environment? If so, this opportunity in London might be the perfect fit for you.

Key responsibilities:

  • Client Support: Provide essential administrative support to Financial Advisers and contribute to the smooth operation of the team.
  • Client Onboarding: Assist in the onboarding process for new clients, ensuring all necessary documentation and compliance requirements are met.
  • Documentation and Reporting: Prepare and maintain accurate client files, ensuring all documentation is up to date, and generate reports as required.
  • Regulatory Compliance: Ensure adherence to all industry regulations and compliance standards.
  • Client Queries: Handle and resolve client inquiries promptly and professionally.
  • Team Collaboration: Collaborate with the team to deliver exceptional service to clients.

What our client offers:

  • Competitive Salary: Earn up to £42,000 per annum, commensurate with experience and qualifications.
  • Bonus Structure: Eligibility for performance-based bonuses to reward your hard work and dedication.
  • Hybrid Working: Enjoy the flexibility of working both in the office and remotely, achieving a better work-life balance.
  • Comprehensive Benefits: Access to a range of benefits, including pension, healthcare, and more.
  • Career Progression: Opportunities to advance your career, with a clear path toward a Junior Paraplanner role.

Requirements:

  • Previous experience in a similar role within the financial planning sector.
  • Strong knowledge of financial products and industry regulations.
  • Proficiency with industry software and administrative tools.
  • Exceptional organizational and time management skills.
  • Excellent communication and interpersonal abilities.
  • Willingness to learn and grow within the company.

This is a fantastic opportunity to join a leading national wealth management business and embark on a rewarding career journey. If you are ready to take your skills to the next level, we want to hear from you.

Sector:

  1. Financial Services
  2. Financial Planning

Benjamin Holmes

Founder & Key Account Manager

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