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IFA Administrator

IFA Administrator

Carlton Mays

Posted 11 hours ago, valid for 22 days

London, Greater London EC1R 0WX

£35,000 per annum

Full Time

Life Insurance

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Sonic Summary

The position is for an IFA Administrator / Senior Administrator with a salary of up to £35,000 depending on experience.
The role is based in London and requires previous experience in a similar financial services role.
The successful candidate will support Financial Advisers and act as the main point of contact for clients and providers.
Key responsibilities include maintaining the client database, processing new business, and performing various administrative duties.
The job offers a full-time, permanent position with a 9-5 schedule, 25 days of holiday plus bank holidays, and excellent career progression opportunities.

IFA Administrator / Senior Administrator | Up to 35K DOE

We are seeking an experienced IFA / Wealth Management Administrator to join our client at their friendly office in London.

A background in Financial Services is desireable.

You will be supporting the Financial Advisers to provide the best advice and service to a variety of clients

This is an office based position and provides excellent career progression.

Duties include:

Act as point of contact for all clients and providers

Maintaining client database, updating accurately

Assist with processing of new business and review packs

Other administration duties as required

You must be a team player with excellent customer service skills and have a commitment to providing outstanding advice.

Previous experience in a similar role is required.

In return you will receive a healthy salary, a 9 - 5 working day with 25 days holiday plus Bank Holidays, in a friendly, supportive environment with excellent career development prospects

Job Type: Full-time, Permanent

Pay: Up to £35,000.00 per year

Additional pay:

Bonus scheme

Benefits:

Company events
Company pension
Life insurance
Private medical insurance

Schedule:

Day shift
Monday to Friday
No weekends

Work Location: In person

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