Job Details

IFA Administrator

Sector:Financial Services

Region : South East England

Location: St Albans

Salary: £20,000-£28,000 + benefits

Job Ref.: SL:IFAADMSTAL

Job Information

The company

• A holistic, long standing IFA with a stellar reputation and a small but loyal team based conveniently close to the St Albans City train station
• Offering mortgages as well as pensions, life and investments so attracting a huge proportion of the local client market
• Over 15 years' established and able to offer long-term career progression and a professional "home"

The role

• Supporting two advisers with all back office support, including scanning, answering the phone, opening post, etc
• Also responsible for more technical/involved work such as new business submissions, annual review work and dealing with providers and brokers on behalf of clients
• A varied role reporting into two highly seasoned individuals which will surely lead to learning and future development

The candidate

• Must have 2+ years' experience supporting an IFA in a similar role, and be experienced using systems such as Plum/Avelo/Intelliflo
• Must be dedicated to a career within Financial Services and be happy to work towards Diploma, R01 is a good advantage
• Must be polished, credible and dedicated as will be dealing directly with clients and third parties on a regular basis

What's in it for me

• A London-equivalent package without the commute, up to £28,000 basic salary with a competitive pension and benefit allowance
• The opportunity to join a well established business which will allow for professional growth and a varied workload
• A fantastic culture, warm and supportive, whereby people stay

If you fit the above criteria, please do apply for this role. This is a company with a lot to offer an experienced candidate at this level. Successful applicants can expect interviews within the next week!