IFA Administrator - London/Hybrid - Salary up to £35k + study support

ZipRecruiter; London; On-site; GBP 25,000 - 35,000; Full time

Job summary

A leading company in financial services seeks an IFA Administrator to join their advisory team. This role offers a great opportunity for career development, providing training and support for qualifications like the Level 4 diploma. Ideal for motivated individuals eager to grow in the financial sector.

Benefits

Competitive salary and opportunities for career progression.

Study support for Level 4 diploma.

Comprehensive training from experienced professionals.

Friendly and collaborative team environment.

Flexible working arrangements.

Qualifications

• 6-12 months experience in a similar role.
• Proficient in Microsoft Office and learn new systems.

Responsibilities

• Assist in preparing client documentation and reports.
• Maintain client records and ensure compliance with regulations.
• Support advisers with new business processing.

Skills

Organizational skills

Communication skills

Attention to detail

Proficiency in Microsoft Office

Job description

Job Description

Are you looking to progress your career in financial services? We are seeking an IFA Administrator to support our team of Independent Financial Advisers (IFAs). This is a fantastic opportunity for an ambitious individual to gain valuable experience in the industry.

Key Responsibilities:

• Assist in preparing client documentation and reports.
• Maintain client records and ensure compliance with regulatory requirements.
• Support advisers with new business processing and data entry.
• Communicate with clients and providers to resolve queries.
• Provide general administrative support to the advisory team.

Requirements:

• Strong organizational skills and keen attention to detail.
• Excellent communication skills, both written and verbal.
• Proficiency in Microsoft Office and willingness to learn new systems.
• Ability to work efficiently in a fast-paced environment.
• A desire to develop a career in financial services.
• 6-12 months experience in a similar role

Benefits:

• Competitive salary and opportunities for career progression.
• Study support to achieve your Level 4 diploma
• Comprehensive training and support from experienced professionals.
• A friendly and collaborative team environment.
• Flexible working arrangements available.

If you're motivated, eager to learn, and ready to take the next step into financial services, we'd love to hear from you! Apply today and start your journey as an IFA Administrator.

Please contact Ursula at Financial Divisions