At a Glance
- Tasks: Provide essential admin support to Financial Advisers and ensure smooth client journeys.
- Company: Join a well-established financial planning firm with a supportive culture.
- Benefits: Competitive salary of £25k, study support, and hybrid working options.
- Other info: Collaborative environment with opportunities for career advancement.
- Why this job: Kickstart your career in finance with excellent long-term prospects and professional development.
- Qualifications: Detail-oriented and motivated individuals ready to learn and grow.
The predicted salary is between 27900 - 34100 £ per year.
An excellent opportunity has arisen for a motivated and detail-oriented Entry Level IFA Administrator to join a well-established and growing financial planning firm.
This role offers the chance to become an integral part of a supportive Client Technical Services team, providing essential administrative support to Financial Advisers and helping to ensure a smooth and efficient client journey from enquiry through to implementation.
The successful candidate will enjoy a varied role, working closely with advisers, providers and internal teams in a collaborative environment that offers excellent long-term career prospects and support with professional development.
The Role As an IFA Administrator, you will provide administrative and operational support to both the advisory and technical teams, ensuring client cases are progressed efficiently and in line with regulatory requirements.
Key Responsibilities Sending, chasing and collating information from Letters of Authority (LOA) requests Supporting advisers by preparing and obtaining documentation required for new business submissions Ensuring client advice and case notes are accurately recorded within the CRM system Submitting new business cases for compliance review across: Investments Pensions Protection Monitoring workflows and service levels to ensure cases are p...
IFA Administrator (Entry level) - Location: London (Hybrid Working) Salary: £25k + Study Support employer: Financial Divisions
Join a dynamic team as a Paraplanner, where you will benefit from a clear pathway to becoming a Financial Adviser, with competitive salaries and comprehensive training. Our supportive work culture fosters professional growth and collaboration, ensuring that you are well-equipped to excel in your career while enjoying a rewarding work-life balance.
