IFA Administrator (Financial Planning)

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

Job summary

A leading financial advisory firm is seeking an IFA Administrator in London offering a salary of £35,000 to £40,000 plus benefits. This role includes maintaining client files, implementing recommendations, and preparing for client reviews. The company provides full study support for relevant qualifications and fosters exceptional professional growth.

Benefits

Pension

Full study support

23 days holiday

Qualifications

• Experience in an administration role required.
• Study towards CII Diploma qualification expected.
• Experience with Intelliflo, Quilter, Transact is desirable.

Responsibilities

• Maintaining the client file as part of daily duties.
• Preparing client reviews and implementing recommendations.
• General office administration duties.

Skills

Client engagement

Attention to detail

Education

CII Diploma qualification or equivalent

Tools

Intelliflo

Quilter

Transact

Job description

IFA Administrator (Financial Planning)

35,000 - 40,000 + Pension + Study Support + 23 days holiday + hybrid working after probation

Kingston Upon Thames

Are you an administrator from a Financial Planning or IFA practice looking to work for a financial advisory specialist, with exceptional progression opportunities?

Are you looking to work for a company that will offer full study support to gain your financial qualifications and progress your career?

On offer is the opportunity to work for a bespoke firm in financial planning. With over 30 years of experience, the organisation is looking to expand its team and provide opportunities for internal growth and career progression.

This role would suit someone with an administrator background who is seeking a position that offers professional development and studying towards a CII Diploma qualification. You will have a passion for delivering high-quality work within set time frames and a strong ability to confidently engage with clients.

The Role:

• Maintaining the client file
• Implementing recommendations
• Client review preparation
• General office administration duties

The Person:

• Experience in an administration role
• Study towards a CII Diploma qualification, or equivalent
• Experience with Intelliflo, Quilter, Transact or similar is desirable

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV.

Reference Number: BBBH19498

We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.

Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.