£30K/yr to £34K/yr
London, England
Permanent, Variable

IFA Administrator

Posted by Allerton Park Recruitment Solutions.

Administrator - Basic £30K - £34K + Disc Bonus and Benefits.

A successful and high quality Financial Planning practice is looking for an additional Administrator to join their team.

This role will have primary responsibility for supporting a Director and their Clients as part of a fully developed Support and Technical team.

Role duties include business processing and monitoring, preparing illustrations and paperwork, proof reading reports and assisting in the preparation of routine advice letters, extensive Client liaison, Adviser support and administration.

This role provides full training and a development program, genuine career growth options and full support with industry exams.

You will need to be highly motivated, have experience of dealing with XPlan and have at least two years of relevant Financial Planning based support experience.