Location
London
Salary £31000 - £31000 TypePermanent WorkplaceHybrid Ref87694
Recruiter Managing This Role
Position: IFA Administrator
Location: Hampstead, London
Salary: £31,000, flexible depending on experience
This opportunity sits within a rapidly expanding group of companies, based in their Hampstead office. They are a growing financial planning firm and prides itself on providing high-quality, tailored financial advice to its diverse client base.
As they continue to expand, the business is seeking a motivated and enthusiastic individual to join the team as an IFA Administrator. This is an opportunity to further your career in financial planning and work with an experienced team and long-standing client base.
As an IFA Administrator, youll be responsible for:
1. Liaising with clients on day-to-day queries
2. Processing new business
3. Contacting providers
4. Producing illustrations
5. Operating the back-office system
Were looking to speak with individuals who have:
6. 2+ years of working in a Financial Advisory practice, in an Administrator or similar capacity
7. Excellent client relationship building and customer service skills
8. Knowledge of FCA compliance regulations
9. A proactive, team-oriented approach.
What they offer:
10. A full training and development plan
11. Comprehensive benefits package including medical and dental cover
12. Hybrid working
13. Christmas and new year business closure
14. A friendly, and supportive team culture.
15. Flexible working arrangements to suit your lifestyle.