IFA ADMINISTRATOR ( route to Paraplanner) - London - Salary to £34k

Financial Divisions; London; Hybrid; GBP 30,000 - 50,000; Full time

Job summary

An exciting opportunity awaits in a vibrant wealth management team in London! This role is perfect for an experienced IFA Administrator looking to advance their career into paraplanning. With a focus on personal development and a supportive environment, you will handle a diverse portfolio of high-net-worth clients while enjoying the benefits of hybrid working and a sociable team atmosphere. Join a forward-thinking company that prioritizes career progression and offers full study support to help you achieve your goals. Take the next step in your career and thrive in a dynamic setting!

Benefits

Hybrid Working

Personal Development Plan

Season Ticket Loan

Study Support

Career Progression

Sociable Environment

Qualifications

• 18 months of experience as an IFA Administrator.
• Evidence of R0 success is preferred.

Responsibilities

• Process new business and maintain compliance for HNW clients.
• Manage diary, client meetings, and ongoing reviews.

Skills

IFA Administration

Client Liaison

Compliance Management

Diary Management

Education

Relevant Financial Qualifications

Job description

Job Description

Great benefits package includes hybrid working, personal development plan, season ticket loan, study support, career progression, sociable environment.

Exciting opportunity for an experienced IFA Administrator looking to join a busy and vibrant London wealth management team with a clear route into paraplanning. Due to internal promotion, we are in search of a talented and focused individual aiming to progress their career further.

Opportunity Highlights:

1. Join the team which supports several high billing Advisers
2. Very interesting portfolio of HNW Clients
3. Varied role includes processing new business, maintaining compliance, fund switches, valuations, provider liaison, diary management, organising and attending client meetings, managing ongoing client review process.
4. As you progress, you will have the opportunity to start writing suitability letters with exposure to technical queries.
5. Opportunity to progress towards paraplanning
6. Full study support offered
7. Join a very sociable team of like-minded professionals offering a great work/life balance
8. Will suit an experienced IFA Administrator with around 18 months’ experience and evidence of R0 success, looking to progress into Paraplanning
9. Full structured mentoring and learning programmes for all staff.
10. Excellent list of benefits

Please contact Ursula at Financial Divisions to discuss this role in greater detail.