IFA Administrator (Financial Advisory Services)
Amersham (On-Site)
£40,000 to £50,000 DOE + Private Pension + 22 Holiday Days + Progression
Are you a Paraplanner who wants to become chartered in a stable and growing independent financial advisory business, where you can be an integral part of the team, be able to learn from those around you and have the chance to grow your career in the industry?
Do you want the opportunity to grow your financial advisory knowledge, be part of a close knit team and be part of the journey of the business to double its turnover over the next 5 years and be a contributing team member and the opportunity to grow your career?
On offer is the opportunity to join a stable, independent financial advisory business, who treat their staff the same as their clients in wanting to build long term personal relationships, enjoy what they do, provide a work-life balance and allow employees to achieve their goals within a relaxed but hard working environment.
In this role you will be office based Monday to Friday, will assist the advisers with their general admin. This will involve; data entry, chasing suppliers, submitting applications, writing reports, conducting research, general office and client administration. There isn't any immediate progression in the role but the business encourages promotions from within. They will also support you with gaining any exams you may want to sit after a probationery period.
The ideal candidate will be RO1, RO2, RO3 qualifed and either have completed or busy with RO4.
You will have worked in a general advisory firm and have exposure to the broad range of tasks involved in supplying a full financial advisory service to clients and have supported advisors in general administration and dealt with client queries over the phone or face to face.
THE ROLE:
- General financial advisory administration
- Report writing, conduct research, presentation preparation
- Maintain and update client files, send letter of authority
- Client communication via email and phone
- Powerpoint and Microsoft 365 expereince to a high level
THE PERSON:
- RO1, RO2, RO3, RO4 Qualified
- Working in financial advisory services
- Happy to be based on site 09h00 - 17h30 Monday to Friday
- Wants to grow general advisory knowledge
Key words: IFA, Administrator, Paraplanner, financial advisory, adminstration, clients, RO1, RO2, RO3,RO4, Pension, ISA, Data, Amersham.
Reference Number: BBBH15521a
If you're 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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