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IFA Financial Administrator ( 6 Month Contract), London Offices, Hybrid, Up to £30,000 Pro Rata

Financial Divisions
Posted 21 hours ago, valid for 2 days
Location

London, Greater London EC1R 0WX

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • Join a high-net-worth client-facing team in a vibrant London-based firm of Financial Planners.
  • The role requires 1 to 2 years of IFA Admin experience and offers a salary commensurate with experience.
  • Excellent benefits include hybrid working, personal development plans, study support, and career progression.
  • The position provides an opportunity to progress towards paraplanning while working with high billing advisers.
  • Candidates will engage in various tasks such as processing new business, maintaining compliance, and managing client meetings.

Join a HNW Client Facing team

Excellent benefits package includes hybrid working, personal development plan, season ticket loan, study support, career progression, sociable environment.

Superb opportunity for a talented dynamic individual with 1 to 2 years IFA Admin experience to join this vibrant, London based firm of Financial Planners where their reputation has contributed to their growth and success in the London market.Opportunity Highlights:** This role offers an opportunity to progress towards paraplanning with study support on offer.** This team supports several high billing Advisers working with HNW Clients** Excellent sociable environment** Will suit a Graduate with c 12 months IFA Admin experience or an Administrator with 1 to 2 years’ experience looking for a fresh challenge.** Opportunity to build a strong social network.** As you grow your skills your role will broaden and will include processing new Business, maintaining compliance, fund switches , valuations, provider liaison, diary management, organising and attending client meetings, managing ongoing client review process.** Opportunity to start writing suitability letters with exposure to technical queries as you progress.** Full structured mentoring and learning programmes for all staff.** Full hybrid working option available after initial training period.

Please send your CV to Sam Negbenebor at Financial Divisions.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.