Financial Administrator London (Hybrid)/ Wealth Management
Financial Divisions
City Of London
Hybride
GBP 27 000 - 32 000
Plein temps
Il y a 3 jours
Soyez parmi les premiers à postuler
Résumé du poste
A respected financial services firm in London is seeking an IFA Administrator to provide high-quality admin support to advisers and clients. The ideal candidate will have 1-2 years of experience in financial administration and possess strong organisational, communication, and IT skills. This role offers a salary up to £32,000 based on experience, hybrid working arrangements, and opportunities for career progression.
Prestations
Salary up to £32,000 (DOE)
Hybrid working
Career progression
Company benefits
Supportive environment
Qualifications
1-2 years' experience in financial administration.
Knowledge of pensions, investments, and the advice process.
Strong IT skills.
Responsabilités
Provide admin support to advisers and clients.
Maintain client records and data entry.
Liaise with product providers and handle queries.
Connaissances
Organisational skills
Communication skills
Attention to detail
Description du poste
Overview
We are working with , a respected London-based Independent Financial Adviser, who are seeking an IFA Administrator to join their centralised administration team. This is a fantastic opportunity for an organised, detail-driven individual looking to progress their career in financial services.
The Role
You'll provide high-quality admin support to advisers and clients, ensuring records are accurate and processes run smoothly. Key duties include:
Maintaining up-to-date client records and data entry.
Submitting applications, processing fund switches and LOAs.
Liaising with product providers, clients, and colleagues.
Preparing review packs and supporting adviser meetings.
Managing the client review process and handling queries.
Over time, you'll take on more technical cases and develop your skills further.
About You
1-2 years\' experience in financial administration.
Knowledge of pensions, investments, and the advice process.
Strong IT, organisational, and communication skills.
Detail-focused, proactive, and eager to progress your career.
What\'s on Offer
Salary up to £32,000 (DOE).
Hybrid working (London office).
Career progression, company benefits, and a supportive, sociable environment.
If you\'re a motivated administrator with ambitions in financial services, we\'d love to hear from you.
* Le salaire de référence se base sur les salaires cibles des leaders du marché dans leurs secteurs correspondants. Il vise à servir de guide pour aider les membres Premium à évaluer les postes vacants et contribuer aux négociations salariales. Le salaire de référence n’est pas fourni directement par l’entreprise et peut pourrait être beaucoup plus élevé ou plus bas.