IFA Admin to Paraplanner/Advisor | Hybrid & Progression

Ernest Gordon Recruitment Limited; United Kingdom; Hybrid; GBP 35,000 - 40,000; Full time

Benefits offered by this job

Funded qualifications

33 days holiday

Hybrid work

Flexible hours

Bonus

Training

Progression

Job summary

Ernest Gordon Recruitment Limited is representing an IFA Administrator role in Hillingdon, offering progression to Paraplanner or Advisor, with hybrid working and 33 days holiday.

The role involves supporting advisers with administrative duties, preparing client documents, processing new business, liaising with providers, and maintaining accurate client records, while gaining exposure to client meetings and a strong focus on work-life balance.

Qualifications

• IFA Administrator role in a financial advisory environment.
• Progression to Paraplanner or Advisor positions.
• Strong administrative and client documentation skills.

Responsibilities

• Preparing client documentation and processing new business.
• Supporting advisers and assisting with client servicing.
• liaising with providers and maintaining accurate client records.

Job description

Ernest Gordon Recruitment Limited is representing an IFA Administrator role in Hillingdon, offering progression to Paraplanner or Advisor, with hybrid working and 33 days holiday.

The role involves supporting advisers with administrative duties, preparing client documents, processing new business, liaising with providers, and maintaining accurate client records, while gaining exposure to client meetings and a strong focus on work-life balance.