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IFA Administrator (Bespoke Firm)
Job Posted: 15 hours ago
Salary: £ 35,000 - 40,000 / Annum
Job Type: Permanent
Location: City of London, London
Expire in: a month
Job Description
IFA Administrator (Bespoke Firm)
£35,000-£40,000 + Bonus + Company Benefits
City of London
Are 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?
The 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.
In 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.
This 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.
The Role:
Manage and process client documentation- new and existing business
Liaise with clients and support their needs
Prepare illustrations, advice and recommendations
Assist financial advisors in day-to-day function
Monday-Friday 8:30am-5pmThe Person:
IFA Administrator or similar
Looking to join a tight-knit firm
Commutable to City of LondonReference number: BBBH21098
Admin, Administrator, Office, Financial, Advisor, Advisory, Finance, Client, Project, CRM, Reports, Financial Services, Central London, City of London
If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV.
We 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.
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