Overview

 

Location: City of London

Salary: £25000 – £36,0000

Are you an IFA Administrator looking for your next challenge within IFA Administration? Do you enjoy a varied role and one that can develop to involve technical administrative aspects such as cash flow, valuations and analytics?  With this role, you will have the opportunity to work as part of a company that recognises the value of Administrators and the crucial function they play in their business and will develop you through to a Senior Admin role.

Our client, based in Bisphosphate, is a forward-thinking holistic financial planning company offering whole of market advice. A boutique IFA, looking for an experienced administrator to join their small and friendly team, currently consisting of around 12 people in total.

The setup currently involves advisers and administrators working very closely together, where the paraplanning is currently handled by the advisers, and the administrators handle all aspects of administrative support and client servicing.

This close working set up works very well and offers administrators challenges and variety in their role. The advisors would welcome any applicants who would enjoy this current set up and anyone either with current experience of a senior IFA Admin role that involves these technical aspects, or anyone who has recently started their IFA Admin journey, and would like the opportunity to join a company where their administration skills can be developed to include more variety.

Development through to paraplanner is also eventually an option within this company, and full study support will be provided.

It’s a fantastic opportunity for anyone who either currently thoroughly enjoys a varied technical role and is looking for progression prospects, or anyone looking to advance their IFA Admin skill set, and that would enjoy working closely with advisers in this way.

Benefits

Some of the benefits include a generous bonus scheme, exam support as well as the option to work one day a week from home.

Desirable experience

Experience within an IFA Administration role is essential.

If you are seeking a challenging IFA administration role within a successful, supportive team, that also boasts the opportunity to continue professional development, then this could be the next great step for your career.

If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.

If this role sounds as though it aligns with your desire to have a career that comes with

fantastic ongoing career development prospects and a high level of compensation, please email your CV with a covering letter now.

 

If this role isn’t of interest, then please contact us as we have a number of active roles at

the moment that may be more suitable.

 

If you are not contacted within 7 days of your application, please assume you have not been successful. However, please keep applying as we work with some great local clients and may have other vacancies that will be more suited to your skill set.