IFA Financial Administrator ( 6 Month Contract), London Offices, Hybrid, Up to £30,000 Pro Rata

ZipRecruiter; London; Hybrid; GBP 30,000 - 40,000; Full time

Job summary

A vibrant London-based firm is seeking an IFA Administrator with 1-2 years of experience to join their client-facing team. This position offers excellent benefits including hybrid working, personal development support, and opportunities for career progression in a sociable environment.

Benefits

Hybrid working

Personal development plan

Season ticket loan

Study support

Career progression

Sociable environment

Qualifications

• 1 to 2 years of IFA Admin experience required.
• Graduate with relevant experience preferred.
• Ability to handle compliance and client queries.

Responsibilities

• Processing new business and maintaining compliance.
• Managing ongoing client review process and attending meetings.
• Opportunity to write suitability letters as skills develop.

Skills

Client Management

Compliance

Diary Management

Fund Switches

Education

Graduate

Job description

Job Description

Join a HNW Client Facing team

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

Superb opportunity for a talented dynamic individual with 1 to 2 years IFA Admin experience to join this vibrant, London based firm of Financial Planners where their reputation has contributed to their growth and success in the London market.Opportunity Highlights: This role offers an opportunity to progress towards paraplanning with study support on offer. This team supports several high billing Advisers working with HNW Clients Excellent sociable environment Will suit a Graduate with c 12 months IFA Admin experience or an Administrator with 1 to 2 years’ experience looking for a fresh challenge. Opportunity to build a strong social network. As you grow your skills your role will broaden and will include processing new Business, maintaining compliance, fund switches , valuations, provider liaison, diary management, organising and attending client meetings, managing ongoing client review process. Opportunity to start writing suitability letters with exposure to technical queries as you progress. Full structured mentoring and learning programmes for all staff.** Full hybrid working option available after initial training period.

Please send your CV to Sam Negbenebor at Financial Divisions.