At a Glance
- Tasks: Manage client care, new business processing, and back-office accuracy in a dynamic financial planning firm.
- Company: Established financial planning firm in the heart of London with a client-centred approach.
- Benefits: Hybrid working model, competitive salary, and opportunities for professional development.
- Other info: Great opportunity for career growth and to work towards industry qualifications.
- Why this job: Join a team that helps clients achieve their ideal future while honing your financial skills.
- Qualifications: Experience in financial administration and knowledge of investment products is essential.
The predicted salary is between 28350 - 34650 £ per year.
Our client is an established, client-centred financial planning firm based in the City of London.
They help individuals, families and business owners envision their ideal future lifestyle and build the financial roadmap to get them there.
This role sits at the intersection of client care, new business processing and back-office accuracy.
You will manage a high volume of moving parts, new business submissions, annual reviews, provider queries and CRM records, while maintaining the calm, organised approach that lets advisers focus on advice rather than admin.
Experience: Previous experience in a financial administration, client services or new business support role within financial planning, wealth management or an IFA business (essential) Working knowledge of retail investment products, pensions, ISAs, GIAs, protection and platform-based investments Experience using back-office/CRM systems such as Intelliflo Office, and confidence learning new platforms and provider portals Understanding of the new business lifecycle, from application through to completion, and of provider processes and turnaround times Awareness of FCA requirements relevant to client administration, including Know Your Client, AML and file-keeping standards Progress towards, or willingness to work towards, a relevant industry qualification (e. g.
CII Certificate in Financial Services) is desirable but not essent...
IFA Group Administrator Hybrid employer: Cameron James
Join a dynamic project-driven business as the Head of Finance, where you will lead a talented team and play a pivotal role in shaping financial strategies. Our supportive work culture fosters collaboration and innovation, offering ample opportunities for professional growth and development. Located in a vibrant area, we provide competitive salaries and a range of benefits that make us an exceptional employer for those seeking meaningful and rewarding careers.
