IFA Administrator; Bespoke Firm

IFA Administrator (Bespoke Firm)

35,000- 40,000 + Bonus + Company Benefits

City of London

Are you an IFA Administrator or similar looking for a varied and exciting role within a bespoke, tight-knit Firm who pride themselves on looking after and developing their staff in a role offering a varied workload and ongoing opportunities to upskill yourself?

The tight-knit Advisory Firm have seen ongoing stability since their establishment 20 years ago whilst building a loyal client base across numerous sectors. Due to an ever increasing workload they are looking to grow their team of 13 in Central London.

In this varied role you will primarily support advisors with their day-to-day responsibility including processing documentation for new and existing business and preparing financial illustrations and adivce. You will also regularly liaise with clients and suppliers in addition to undertaking general office administration work.

This role would suit an IFA Administrator or similar looking for a varied role within a well-established firm offering the chance to work within a friendly team and increase your earnings through a bonus.

The Role:

• Manage and process client documentation- new and existing business
• Liaise with clients and support their needs
• Prepare illustrations, advice and recommendations
• Assist financial advisors in day-to-day function
• Monday-Friday 8:30am-5pm

The Person:

• IFA Administrator or similar
• Looking to join a tight-knit firm
• Commutable to City of London

Reference number: BBBH
23519

Admin, Administrator, Office, Financial, Advisor, Advisory, Finance, Client, Project, CRM, Reports, Financial Services, Central London, City of London

If you are interested in this role, click 'apply now' to forward an up-to-date copy of your CV.

We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.

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