Job Description
IFA Administrator (Bespoke Firm)\n\n£35,000-£40,000 + Bonus + Company Benefits\n\nCity of London\n\nAre you an IFA Administrator or similar looking for a varied and exciting role within a bespoke, tight-knit Firm who pride themselves on looking after and developing their staff in a role offering a varied workload and ongoing opportunities to upskill yourself? \n\nThe tight-knit Advisory Firm have seen ongoing stability since their establishment 20 years ago whilst building a loyal client base across numerous sectors. Due to an ever increasing workload they are looking to grow their team of 13 in Central London.\n\nIn this varied role you will primarily support advisors with their day-to-day responsibility including processing documentation for new and existing business and preparing financial illustrations and adivce.
You will also regularly liaise with clients and suppliers in addition to undertaking general office administration work.\n\nThis role would suit an IFA Administrator or similar looking for a varied role within a well-established firm offering the chance to work within a friendly team and increase your earnings through a bonus.\n\nThe Role:\n\nManage and process client documentation- new and existing business\nLiaise with clients and support their needs\nPrepare illustrations, advice and recommendations\nAssist financial advisors in day-to-day function\nMonday-Friday 8:30am-5pmThe Person:\n\nIFA Administrator or similar\nLooking to join a tight-knit firm\nCommutable to City of LondonReference number: BBBH21098\n\nAdmin, Administrator, Office, Financial, Advisor, Advisory, Finance, Client, Project, CRM, Reports, Financial Services, Central London, City of London\n\nIf you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV.\n\nWe are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.\n\nErnest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers.
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