Progression path available from Adviser Support Administrator to Paraplanner/Adviser.
General
An exciting new opportunity has arisen for an organised Adviser Support Administrator (IFA Administrator) to work in a busy practice in Central London which is on a growth trajectory over the next 5-10 years.
This is a rewarding role with progression and exam support strongly supported - the business has a proven track record of success from promoting from within.
We urgently seeking an experienced Administrator to join an existing team who are responsible for providing Administration support for both the Financial Advisers and Directors of the business.
Specifically you'll be responsible for the following:
My client is a fully independent nationwide Financial Advisory firm, providing sound Financial Advice to both businesses and individuals across Pensions, Retirement Planning, Estate Planning, Tax and Investments.
My client are a renowned Financial Planning firm operating across the UK and are on the lookout for an experienced Administrator to join their expanding Advisor Support team.
The Role
You will be carrying out tasks in a pooled resource environment working with a diverse and growing client pipeline, balancing both existing relationships and new opportunities.
In this role, you'll be at the forefront of delivering excellent customer service to a large client bank across the country, ensuring work is processed accurately and on time.
We are working with a successful IFA firm based in Cardiff that is looking to grow its team by taking on an additional Administrator to support its thriving Financial Advisers and Paraplanners.
This is a full-time role.
However, part time could be discussed for the right candidate
Our client is a financial advisors based in Woking and they are looking to recruit an Administrator to provide support to the advisors and act as the key liaison between themselves and the clients.
This is an office-based role Monday to Friday and has great career potential.
Our clients offers a salary of £23,500 plus 23 days holiday, healthcare, death in service, study support and a discretionary bonus.