At a Glance
- Tasks: Provide essential admin support to the advisory team and manage client documentation.
- Company: A respected Independent Financial Advice firm in North West London.
- Benefits: Competitive salary, ongoing training, and genuine career progression opportunities.
- Other info: Friendly environment with opportunities for professional development.
- Why this job: Join a supportive team and build a long-term career in financial planning.
- Qualifications: Experience in administration and strong organisational skills.
The predicted salary is between 31500 - 38500 £ per year.
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 Ongoing training and professional development Genuine opportunities to progress into pa...
IFA Administrator | North West London| Up to £35,000 | Supportive Culture | Career Progression 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.
