About this role
We are exclusively partnering with a highly regarded, award-winning financial planning firm in the City of London to recruit an IFA Administrator.
Our client has built a strong reputation for their supportive team culture, genuine work-life balance and clear opportunities for internal progression, making this an excellent opportunity for experienced administrators seeking a long-term career move within wealth management.
Note: Our client is also keen to speak with candidates who may be interested in progressing into a paraplanning role in the future, offering a clear development pathway.
Role Overview
Supporting Financial Planners & Paraplanners with day-to-day administrationActing as a first point of contact for clientsProcessing new business applications across core financial productsEnsuring all transactions are processed accurately and compliantlyPreparing documentation for client review meetingsObtaining client portfolio valuationsFull job specification available on request Key Requirements
Minimum 18 months’ experience(essential)Experience working with HNW clients(desirable)Working towards the CII Level 4 Diploma(desirable) The Package
Starting salary: up to c£40,000 + 10% bonusHybrid / flexible workingCore Working hours: 9am – 5pmCompany pension: 5% employer contribution25 days holiday + additional days over Christmas shutdownFull study support towards professional qualificationsPrivate Medical InsuranceLife Cover:4x salaryRegular company social events To be considered for this opportunity, please submit your latest CV or connect with Paul Taylor on LinkedIn.