IFA Administrator

Job reference
London, London, United Kingdom
Start date
Administration & underwriting jobs
Contract type(s)
Full time
Date posted

Antony George Recruitment 

Ifa Administrator

Experience (Essential): at least 4 years IFA Administration experience

Qualifications (preferred): CF1 qualified

Reporting to: Client Account Team Manager

The proposition

  • The purpose of the role is to act as a Financial administrator and Client Account Manager within the business and provide pre and post-sales support to the financial advisers and clients alike.

Main duties will include (but not be limited to):

  • To provide the highest quality of administration support to both the Financial Advisers and clients, to reduce the administrative burden to the clients.
  • To build a strong working relationship with the Advisers in order to provide exceptional administration support in the delivery of their business strategy.
  • To build exceptional relationships with the clients.
  • To provide consistent, effective communication allowing clients to have confidence that their instructions and requests are understood.
  • To drive your own Continual Professional Development by seeking opportunities to upskill in areas that you have gaps in knowledge and work collaboratively with other team members to cross skill.
  • The successful candidate for this role will be able to further their Financial Administration career at a very busy award-winning multi-disciplinary financial planning practice.
  • You will receive a basic salary of £27,000 to £36,000, pension contribution, holiday allowance, a benefits package and a bonus scheme.
  • Working from home and flexible working is an option with this role.
  • You will report directly to the Client Account Team Manager whilst offering an excellent service to both the Financial Advisors and Clients.
  • Support towards further industry recognised qualifications and professional development will be supported.

The Company

  • Our client was founded just under 5 years ago, in this short time they have been highly recognised and awarded by their peers more than 10 times.
  • Their vision is to be the most highly referred name in financial services. 

Not ready to start the application process or have some questions first? Why not apply and have a confidential chat with one of our Directors Lee Old. Alternatively find us on LinkedIn and send us a message!

Antony George Recruitment
Antony George Recruitment