Description
Job Title: IFA Administrator
Industry: Financial Services
Location: City of London
Salary: £35,000 - £40,000
Reference Number: 9986
Job Description:
Recruit UK are working on an excellent opportunity for an experienced Administrator in the City of London area to join a leading Financial Advice Company.
This well established office are looking for an Administrator to aid their experience Financial Advisers and Paraplanners with offering a great level of holistic advice to high net worth clients across Scotland. You will work alongside other competent Administrators, with ample opportunities for you to grow and progress your career!
Your role will include but not be limited to:
- Liaising with clients and product providers
- Sending LOA
- Uploading documents to back office systems
- Ensuring meeting packs are ready for meetings (both in office and virtual)
- General administration e.g. email and diary management
What’s in it for you: IFA Administrator
- Competitive Salary up to £40,000 (dependent on experience)
- Hybrid working
- Flexible Benefits
- 25 days annual leave
- Birthday day off
- 4% Pension
- Death in Service
- Training and support to progress, if interested
- Exam funding and support
- Cycle to work scheme
Skills and experience required:
- Strong Financial Planning Administration experience
- Understanding of the Financial Planning process and UK products
- Strong administration and communication skills
