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IFA Administrator (entry level) - London - Hybrid working - Salary up to £25k+ study support

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London

Hybrid

GBP 25,000 - 35,000

Full time

12 days ago

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Job summary

An established and ethical Independent Financial Advisory Firm in London is seeking an entry-level IFA Administrator to join their dynamic team. This exciting opportunity offers full study support and progression pathways to help you achieve your career goals in Wealth Management. You will play a crucial role in supporting Advisers and Paraplanners with administrative tasks across pensions, investments, and estate planning. Embrace a friendly and sociable work environment that values reward and recognition, and take the first step in your financial services career with this forward-thinking firm.

Benefits

Full Study Support
Hybrid Working
Great Company Culture
Reward and Recognition Programs

Qualifications

  • Educated at a degree level with some experience in professional services.
  • Eager to expand knowledge and skills in Wealth Management.

Responsibilities

  • Support Advisers and Paraplanners with administration across various financial services.
  • Receive full training and support in the role.

Skills

Administrative Skills
Communication Skills
Organizational Skills

Education

Degree Level Education

Job description

Job Description

My client is a dynamic and forward-thinking Independent, Chartered IFA Firm in London, who, due to expansion, are looking to take on an entry-level IFA Administrator. The ideal candidate is educated at a degree level with some experience in professional services. This role offers study support and progression opportunities to help you achieve your career goals.

Working for a well-established and highly ethical IFA, you will support the Advisers and Paraplanners with administration across pensions, investments, IHT, tax, estate planning, and protection. Full training and support will be provided.

This is an excellent opportunity for an entry-level IFA Administrator eager to expand their knowledge and skills in the industry. Full study support will be provided, along with medium to long-term progression. You will be part of a sociable, friendly, and dynamic team.

The company offers excellent benefits, full study support, fully hybrid working, and a great company culture that embraces reward and recognition.

If you are looking for a new and exciting challenge in Wealth Management, please send your CV to Ursula Sloan at Financial Divisions.

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