Overview

Location: City of London

Salary: Negotiable depending on experience

Are you an IFA Administrator looking for a long-term career within IFA administration, and the chance to work as part of a company that recognises the value of Senior Administrators and the crucial function they play to their business?

Our client, based in London close to Bank station, is a forward thinking holistic financial planning company offering whole of market advice for pensions, investments, mortgages, protection and estate planning.

The company was founded on a belief that a deeper understanding of financial services is essential to offering the right bespoke advice. Their educated team is committed to building lasting client relationships.

This is a company who truly take huge pride in their employees and recognise their value. This is reflected through their generous and achievable bonus scheme, various team incentives and social aspects, as well as a continuous flowing dialog with the employees to ensure everyone feels supported, challenged, and feels the different areas of the business are set up in the best possible way to harness the job at hand. It is a varied and dynamic team of around 50 employees currently, with an enthusiastic and supportive team atmosphere.

The role

The company are now looking for an experienced Administrator to join their team, and work alongside another experienced Administrator to support 4 Paraplanners and 5 Directors. The company currently has a successful graduate (or equivalent) trainee adviser programme, which involves the individuals joining the business to first work within administration for the first 12 months, therefore these individuals will be working closely with the two senior Administrators to provide support for the more basic aspects of administration, meaning that the senior Administrators will be able to concentrate on more technical administration and client servicing.

Desirable experience

The role would suit any Administrator that really takes pride in harnessing the administration function within a business, and truly enjoys supporting paraplanners and advisers. It would also suit anyone that enjoyed working with junior individuals as a mentor figure. Experience within an IFA Administration role is essential.

Whilst progression within this company is always an option, as they always make it a priority to ensure all staff are feeling challenged, the company are ideally looking for someone who has ambitions to remain within the administration function long term.

Any industry relevant qualification would be desirable, however not essential. The company will always support anyone who wishes to continue professional development and gain further industry relevant qualifications.

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.