Job Information

A highly successful small IFA based in the West End of London are looking to add administrative support to their current operation. In a role which will offer vast opportunities for progression (up to IFA status) the ideal candidate will possess great ambition, vast industry based knowledge and have experience in a similar role. Candidate profile is below:

• 2 years'+ experience at an IFA firm providing administrative support
• Fluent in the use of Intelliflo and can easily navigate the provider platforms
• Experienced in processing new business to completion and preparing pre-meeting documentation
• Possesses ambition and drive and is looking to complete DipFA
• Preferably already have 1 exam towards DipFA (R01/FPC/CF1)


This role will support candidates' professional development either towards Chartered Paraplanner or Chartered Financial Advisor status depending on their own ambitions. Due to the growing nature of this firm, management opportunities may also be available later down the line.

Furthermore, the close nature of this team means the administrator will have a broad exposure to the market and will be able to learn far faster than in many other environments.

Salary on offer is dependent on experience and qualifications, but is above the market average.

If you fit the above profile please do apply within and a consultant from Cameron James will contact all successful candidates within 2 working days of application.