Job Information

A prestige boutique IFA based in the West End of London are seeking an experienced IFA Administrator to join their sales support team and assist in light of new client wins. In what is a varied role, supporting talented and long-serving Independent Financial Advisers, this is an opportunity for someone with a number of years working at an IFA firm to find somewhere to truly build a long-term career.

As the successful candidate you will:

• Process new business from start to finish from arranging the initial meeting with 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, create basic suitability reports to be FCA compliant
• 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:

• Extensive experience as an IFA administrator, as the role will be challenging and you will need to be able to hit the ground running
• Strong IT skills, an ability to quickly pick up new systems and a good familiarity with Microsoft Excel, Word and Outlook. Knowledge of Intelligent Office is highly desirable but not essential
• Some progress towards industry relevant qualifications e.g. R01, CF1 or the CISI route towards Diploma in Financial Planning
• A positive and polished demeanour, whereby you are able to easily build rapport with clients and other stakeholders

You will receive:

• A highly competitive salary of up to c.£30,000 plus discretionary bonuses
• Study support and the encouragement to progress towards either a manager role or a paraplanning role
• An excellent culture and working environment which is meritocratic and progressive
• Above-market-average benefits including DIS. childcare vouchers and a generous holiday allowance

Experienced IFA Administrators or Junior Paraplanners are kindly invited to apply for this varied and exciting opportunity.