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Senior ifa administrator

London
Permanent
Ifa administrator
£45,000 a year
Posted: 2 October
Offer description

We are working with a Chartered Financial Planning company based in the central London. Our client is a leader in Ethical Investments, and they are looking for a motivated Senior Administrator to join their Advisor Support team and work directly with one Partner. The role is hybrid working 2 days in office and 3 at home once you have passed your probation period. As you will be supporting a partner the role requires someone with strong IFA admin experience, who is happy to be a point of contact for clients’ general quires and wants to work with HNW, complexed cases. We have worked with this firm for nearly 11yrs and have placed a number of individuals with them so can vouch for their culture and development strong company ethos. Key Responsibilities: Provide comprehensive administrative support to a managing partner and Paraplanner. Maintain and update the client database. Process new business applications and manage client information. Assist in writing basic reports and maintaining documentation. Perform general office duties. Act as a liaison between clients, product providers, and the advisory team. Work with senior paraplanner on paraplanner training program What We’re Looking For: Experience in financial services administration. Familiarity with XPLAN (or similar financial software). A working knowledge of WRAP platforms is a plus. A proactive mindset and ideally have a Diploma in Financial Planning ( not essential ). If you're looking to join a company that not only values its people but also puts ethics at the forefront of investment decisions, apply today!

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