At a Glance
- Tasks: Provide essential admin support to financial advisers and ensure clients receive top-notch service.
- Company: A respected Independent Financial Advice firm in North West London.
- Benefits: Up to £35,000 salary, hybrid working, and career progression opportunities.
- Other info: Enjoy a supportive environment with opportunities for professional growth.
- Why this job: Join a friendly team and build a long-term career in financial planning.
- Qualifications: Experience in administration and a proactive attitude are essential.
The predicted salary is between 30000 - 35000 £ per year.
Hybrid Working | Career Progression A well-established and growing Independent Financial Advice firm in North West London is looking to recruit an experienced IFA Administrator to join their friendly and supportive team.
This is an excellent opportunity for an organised and proactive individual looking to build a long-term career within financial planning, working alongside experienced advisers and paraplanners in a collaborative environment.
The Role You will provide essential administrative support to the advisory team, ensuring clients receive an efficient and professional service throughout the financial planning process.
Key Responsibilities Processing new business applications across pensions, investments and protection Managing client documentation and maintaining accurate records Liaising with clients, providers and third parties Preparing review packs and supporting annual review meetings Monitoring business pipelines and following up outstanding requirements Assisting advisers and paraplanners with day-to-day administration Ensuring all work is completed in line with FCA and compliance requirements Why This Role Stands Out Join a growing, highly respected IFA practice Supportive and friendly team environment Hybrid working with excellent work-l...
