Technical IFA Administrator

Eden Rose; Greater London; Hybrid; GBP 35,000 - 42,000; Full time

Benefits offered by this job

Hybrid work 3 days a week

25 days holiday

PMI

Company bonus

Pension contributions 7.5%

Job summary

Eden Rose is seeking a Technical IFA Administrator in Central London, working on a hybrid basis (3 days in the office).

You will support a Senior Adviser and Senior Paraplanner on a pod team, using IO, XPlan and Curo to assist with suitability reports and administrative tasks for high-net-worth clients.

Qualifications

• Experience in a Financial Planning environment as an IFA Administrator, Client Services, Senior Administrator or Junior Paraplanner.
• Working towards or obtained the Level 4 Diploma in Regulated Financial Planning (CII).
• Exposure to contributing to suitability reports.
• Experience using IO, XPlan, Curo or similar back office systems is essential.
• Proven experience of providing quality support to Financial Planners & Paraplanners.

Skills

Technical Administration

IF A/Financial Planning experience

Back office systems

Education

Level 4 Diploma in Regulated Financial Planning

Tools

IO

XPlan

Curo

Job description

Technical IFA Administrator, Central London (2 days a week in the office), £35,000 - £42,000 A boutique, and FTAdviser shortlisted Chartered Independent Financial Planning practice is looking for a TechnicalIFA Administrator to directly support a Senior Adviser and Senior Paraplanneron a pod team basis. This role would suit an experienced Financial Planning/IFA Administrator who has strong technical experience and has had exposure to assisting withsuitability reports, alongside actively studying for their Level 4 Diploma in Financial Planning.

You will join a team that has been awarded Best Financial Adviser to Work for award. The company has received many positive current employee testimonials who vouch for it being a brilliant place to work with progression opportunities available.

You will receive a range of staff benefits including hybrid working (3 days a week from home), 25 days holiday, PMI, company bonus and pension contributions of 7.5%.

The team are focused on values and providing clients with a trustworthy approach to advice. They are looking for someone who shares these values and has strong technical Administration knowledge to make a contribution to the team.

If you would like the opportunity to work with high-net-worth clients, and are excited to join a fast-paced client team, this would be a brilliant role for you.

What’s needed to be considered?

• Experience in a Financial Planning environment as an IFA Administrator, Client Services,Senior Administrator or Junior Paraplanner
• Working towards or obtained the Level 4 Diploma in Regulated Financial Planning (CII)
• Exposure to contributing to suitability reports
• Experience using IO, XPlan, Curo or similar back office systems is essential
• Proven experience of providing quality support to Financial Planners & Paraplanners