Jobs
My ads
My job alerts
Sign in
Find a job Career Tips Companies
Find

Senior ifa administrator

London
Permanent
Shero Talent Consultancy
Ifa administrator
Posted: 12 June
Offer description

Our client are offering an exciting opportunity to join their team as a Senior IFA Administrator. You will have the opportunity to join an established & growing firm based in the heart of the City of London, working with some of the industry’s leading Financial Advisers. The ideal candidate will have experience of working in an administrative role in financial services, and will have worked with pensions and investments previously. They will be pro-actively supporting and assisting the team, as well as liaising with advisers, financial product providers, clients, and other relevant third parties. This rewarding long-term role will enable you to build on your existing skills and knowledge, whilst enjoy working within a supportive and encouraging environment. This is a fantastic opportunity for someone looking to progress their career. Our client offer full support with CII qualifications and progression within the firm. Duties will include: * Being the point of contact for members of staff for technical queries * Pro-actively liaising with clients, advisers, providers, and other members of your team to request documentation and provide progress updates. * Case Submission to compliance team * Client management * Using online provider platforms * Using and maintaining the in-house CRM system. * Preparation of reports and client review packs, ready for use by the adviser. * ...

Apply
Create E-mail Alert
Job alert activated
Saved
Save
See more jobs
Similar jobs
Administration jobs in London
jobs London
jobs Greater London
jobs England
Home > Jobs > Administration jobs > Ifa administrator jobs > Ifa administrator jobs in London > Senior IFA Administrator

About Jobijoba

  • Career Advice
  • Company Reviews

Search for jobs

  • Jobs by Job Title
  • Jobs by Industry
  • Jobs by Company
  • Jobs by Location
  • Jobs by Keywords

Contact / Partnership

  • Contact
  • Publish your job offers on Jobijoba

Legal notice - Terms of Service - Privacy Policy - Manage my cookies

© 2025 Jobijoba - All Rights Reserved

Apply
Create E-mail Alert
Job alert activated
Saved
Save