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Technical IFA Administrator

4 months ago

London, United Kingdom Heat Recruitment Ltd Full time

A boutique, and well-renowned independent financial planning practice is looking for a Technical IFA Administrator to directly support a Senior Adviser with the view to move to Paraplanning in the medium term. This would suit an experienced IFA Administrator and ideally someone who has made a start with the R0 Financial Planning exams,. You will join a team that has been awarded Best Financial Adviser to Work for award. The company has received many positive current employee testimonials who vouch for it being a brilliant place to work with progression opportunities available. You will receive a range of staff benefits including hybrid working (3 days a week from home), 25 days holiday, PMI, company bonus and pension contributions of 7.5%. The Technical IFA Administrator will sit within a small pod, directly working with 3 others. The team are focused on values and providing clients with a trustworthy approach to advice. They are looking for someone who shares these values and has strong technical Administration knowledge to make a contribution to the team. If you would like the opportunity to work with high-net-worth clients, and the full support to take financial planning exams, this would be a brilliant role for you. What’s needed to be considered?

  • 2 years of experience in a Financial Planning Administrator / IFA Administrator / Senior IFA Administrator / Junior Paraplanner role
  • Experience using IO is desirable
  • Completion of one or all 6 of the Level 4 Diploma R0 exams
  • Proven experience of providing quality support to Financial Planners & Paraplanners
What next? Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client