Job Details

IFA Administrator / Sales Support Admin : Central London

Sector:Financial Services

Region : Greater London

Location: Central London

Salary: £23,000-£30,000 + study support, bonus & pension

Job Ref.: SL:IFAADMLDN

Job Information

A forward thinking Financial Planning firm with offices near Liverpool Street Station are looking to recruit a highly motivated IFA Administrator to join their team and provide support to current operations.

They are a well-established regional firm with offices around the country, and this role will be in their London Headquarters.

Requirements:

• 2 Year+ in an IFA environment
• Previous experience supporting an Independent Financial Advisor
• Experience in back office systems such as; Avelo, Adviser Network, Intelliflo
• A minimum of CF1/FPC1/R01
• Ability to work accurately and in accordance with FCA regulation
• Experienced in processing new business as well as submitting illustrations and valuations
• Any knowledge of suitability report writing will be beneficial to this role


The company are keen to attract ambitious and committed individuals and are therefore able to offer study support to Chartered Financial Planner status.

With the growth of this company and their outstanding reputation, it is clear that the successful candidate will receive broad exposure to the market.

This is also an opportunity to join a firm that are committed to promoting from within, as this role has become available due to an internal promotion.

If you are interested in this position and fit the above profile only please apply within and a consultant from Cameron James will be in touch within 5 working days.