Job Information

An exciting opportunity has arisen to join a fast-growing national IFA practice in their London Head Office. Having recently home-grown an advisor from this role through to paraplanner, there is now an opportunity for an IFA administrator to join at this junior level and progress.

As the successful candidate you will enjoy responsibilities in:

• Be involved in all aspects of new business processing, from arranging the initial client meeting for the adviser, to placing on the system and creating client packs
• Obtain quotations from pension, life/protection and investment providers, liaise with the BDMs at these firms and chase information for clients where necessary
• Pull together valuation reports and assist with annual file reviews, compile basic suitability reports to FCA standard
• Assist with ad-hoc administration such as post, filing, scanning and answering basic and general enquiries

You will need to have the following skills to do this successfully:

• Some proven knowledge/experience of Financial Services, with particular regard to pensions, life and investments
• Strong IT skills, an ability to quickly pick up new systems and a good familiarity with Microsoft Excel, Word and Outlook
• A positive and polished demeanour, whereby you are able to easily build rapport with clients and other stakeholders
• Administration experience and a desire to learn

As a junior role, this will offer extensive training and development opportunities which is rare within this market. This is an excellent opportunity for you if you are someone with some Financial Services experience looking for somewhere you can receive training.

Salary is offered at £18,000-£22,000 as a starting point, will be reviewed regularly, and study support for the Diploma in Financial Advice is on offer.