Overview

Senior IFA Administrator

Location: London

Salary: £34,000 - £38,000

Duration: Permanent, Full time, hybrid working (2 days a week from home)

The Role

We are working with a well-respected firm in London who are looking to add a Senior IFA Administrator to their established team. In the role you will work closely with Financial Advisers to provide a high quality and efficient service to clients.

The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will also collaborate with the paraplanning team to help create reports and provide technical Administrative support.

This is a great opportunity for a Career Administrator or someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning.

Responsibilities

• Work closely with Financial Advisers to provide a high quality and efficient service to clients.
• Work on Investments, Pensions, Mortgage and Protection cases.
• Collaborate with the paraplanning team to help create reports and provide technical administrative support.

Qualifications & Benefits

• 25 days annual leave plus bank holidays
• Discretionary annual bonus
• Study Support and Sponsorship through financial planning exams
• 35 hour working week with flexible start times