IFA Administrator (Progression To Paraplanner / Advisor)

Ernest Gordon Recruitment Limited; Greater London; On-site; GBP 35,000 - 40,000; Full time

Benefits offered by this job

Hybrid work

33 days holiday

Funded qualifications

Job summary

Ernest Gordon Recruitment Limited is seeking an IFA Administrator in Hillingdon to support advisers with client documentation, new business processing and provider liaison. Enjoy tailored training, 33 days holiday and a clear path to Paraplanner/Advisor roles within a thriving advisory team.

The role offers flexible hours, hybrid working in a client-focused firm that values development, with exposure to client meetings and a strong progression plan.

Qualifications

• Experience in financial services administrative duties.
• Ability to prepare client documentation and process new business.
• Strong organisational skills and attention to detail.

Responsibilities

• IFA administration duties.
• Preparing client documentation and processing new business.
• Supporting advisers and assisting with client servicing.
• 9am-5pm Monday-Friday.

Skills

IFA administration

Client documentation

Job description

IFA Administrator (Progression To Paraplanner / Advisor)

35,000 - 40,000 + Funded Qualifications + 33 Days Holiday + Hybrid + Flexible Hours + Bonus + Training + Progression

Hillingdon

Are you an IFA Administrator looking to join a thriving and well-established company, offering tailored in-house training and excellent progression opportunities to Paraplanner and Advisor positions?

On offer is the opportunity to join a client focused financial advisers who pride themselves on their bespoke approach to financial advice. They are known for nurturing their employees, offering structured development plans and excellent staff retention.

Your role will involve supporting the advisers with all administrative duties including preparing client documentation, processing new business, liaising with providers and maintaining accurate client records. You will work closely with the advisory team, gaining exposure to client meetings. This role offers ultimate work life balance with flexible hours, hybrid working and 33 days holiday.

This role would suit an IFA Administrator looking for progression to a Paraplanner or Advisor position, with a company that will value your development through tailored training.

The Role

• IFA administration duties
• Preparing client documentation and processing new business
• Supporting advisers and assisting with client servicing
• 9am-5pm Monday-Friday

The Person

• IFA Administrator
• Looking for progression to Paraplanner and Advisor positions

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