Eden Rose
Technical IFA Administrator
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Job Ref 91181
Location: London
Salary: £35,000 - £42,000 Per Annum
Employment Type: Permanent
Job Title
Technical IFA Administrator, Central London (2 days a week in the office), £35,000 – £42,000
A boutique, and FTAdviser shortlisted Chartered Independent Financial Planning practice is looking for a Technical IFA Administrator to directly support a Senior Adviser and Senior Paraplanner on a pod team basis.
Role Description
This role would suit an experienced Financial Planning/IFA Administrator who has strong technical experience and has had exposure to assisting with suitability reports, alongside actively studying for their Level 4 Diploma in Financial Planning.
You will join a team that has been awarded Best Financial Adviser to Work for award. The company has received many positive current employee testimonials who vouch for it being a brilliant place to work with progression opportunities available.
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You will receive a range of staff benefits including hybrid working (3 days a week from home), 25 days holiday, PMI, company bonus and pension contributions of 7.5%.
The team are focused on values and providing clients with a trustworthy approach to advice. They are looking for someone who shares these values and has strong technical Administration knowledge to make a contribution to the team.
If you would like the opportunity to work with high-net-worth clients, and are excited to join a fast-paced client team, this would be a brilliant role for you.
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Requirements
What’s needed to be considered?
- Experience in a Financial Planning environment as an IFA Administrator, Client Services, Senior Administrator or Junior Paraplanner
- Working towards or obtained the Level 4 Diploma in Regulated Financial Planning (CII)
- Exposure to contributing to suitability reports
- Experience using IO, XPlan, Curo or similar back office systems is essential
- Proven experience of providing quality support to Financial Planners & Paraplanners
Next Steps
Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.
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