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Adviser's Administrator
3 months ago
An exciting new opportunity has arisen for an organised Adviser Support Administrator (IFA Administrator) to work in a busy practice in Central London which is on a growth trajectory over the next 5-10 years.
This is a rewarding role with progression and exam support strongly supported - the business has a proven track record of success from promoting from within.
Progression path available from Adviser Support Administrator to Paraplanner/AdviserAccess to the most up to date technology and systems to promote high quality client experience
Support with study for the R0 Financial Planning exams provided
Full training can be provided
Fridays working from home
Social office with team get togethers
The role is to support a small team of Advisers with Adviser Support Administrator duties such as:
Providing high quality client servicing
Managing client information on the back office system
Issuing valuations, LOAs and annual review letters
Policy reviewing
Prior experience working in an Adviser Support Administrator capacity within an IFA, Financial Planning practice or Financial Services firm such as a Provider or Platform
Experience liaising with and supporting Financial Advisers
Enthusiasm about the Financial Planning industry
Excellent phone and email manner
If you are interested in the Adviser Support Administrator role, please apply and one of our consultants will be in touch.
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