Requirements: Our client is looking for administration experience ideally from within an IFA business, but has also previously hired people with backgrounds in life/protection product support as well as pensions
Office/WFH: 3 days office 2 days WFH after training
Role Snapshot: Client meeting preparation & follow-up, process new business, liaising with Providers, Insurance Companies & Solicitors
Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK they are the market leader in the industry and have been supporting their clients for over 30 years with their financial planning and investment needs.
This is an award winning financial planning and investment company that has an excellent reputation within the industry.
Minimum Requirements: At least 2 years' IFA administration experience; Intelligent Office back-office system experience; Live close to Sutton in Surrey
Our client is a very successful boutique IFA firm based in Sutton, Surrey.
Are you an experienced IFA Administrator looking for your next opportunity where you are valued, highly rewarded for your hard work and provided with the opportunity to develop your career even further?My Client is a highly respected and well-established wealth management firm based in newly refurbished offices based in the City who due to promoting their current Administrator into Paraplanning, are looking for a new experienced IFA Administrator.
Plus excellent benefits package including Bonus, 25 days annual leave (plus Bank Holidays and three-day Christmas closure) DIS, good pension, Private Medical, Income Protection, Employee Share Scheme
Opportunity Highlights
Be part of a growing dynamic team of professionals all striving to provide a first-class service to their Clients.
Our client, a well-established and successful financial planning firm that deliver a comprehensive holistic financial planning service to their clients, are looking for an administrator to join the team; The firm are eager to find an individual who possesses honesty, loyalty, integrity, an excellent work ethic and a strong knowledge of the role and the industry.
The Role
You will be required to provide a proficient and proactive administration support service for the firm's advisers.
My client, a highly-regarded IFA is looking for experienced and qualified Financial Planners to join their team, offering comprehensive financial planning advice to clients, both individual and corporate.
Chartered is preferred but not required.
The ideal candidate will bring several years of Financial Planner experience and have a good network of clients.
We are looking for a dedicated IFA Administrator to join our team, providing technical support and report writing services for client work in financial planning and advisory.
One of the best Asset Managers in the UK is hiring a IFA Administrator.
Day-to-day of the role
Collaborate with Financial Planners, Advisers, and colleagues to provide technical support and report writing services.