Ifa Administrator

3 weeks ago

London, United Kingdom Financial Divisions Full time

**Wealth Management**

**Excellent Benefits + Study Package Office / partially remote (2 days WFH if required)**

**The Opportunity**

Our client is an Ealing based wealth management company, with a long established and highly respected history. They have a client base set out all across the West of London, Berkshire, the home counties, and beyond. In their recently renovated offices, theyare looking to hire an experienced IFA Administrator with a couple of RO exams under their belt who are ready to take their next step into Paraplanning within the year. Alternatively, they would also consider a junior Paraplanner who is currently studyingand looking for a supportive environment to grow into a diploma qualified paraplanner role in the near future. The business will support your development, and the team around you will help you develop your skills and experience further.

**The Role**

As an IFA Administrator duties will include (but not be limited to):

- Assisting with the preparation of outstanding financial advice on investments, pension planning,
- inheritance tax and estate planning, in an efficient manner
- Supporting the advisory teams to execute client relationship strategy
- Supporting the Client Relationship Manager and Senior Financial Planners/Financial Planners, to
- maintain strong relationships with clients, driving engagement and positive client outcomes
- Always ensuring that the work undertaken complies with the regulatory and legal environment

**About you**

To be considered for this role you will ideally possess a number of the following:

- GCSE passes, including Maths and English, or an equivalent qualification
- A minimum of 12 months financial services experience - within wealth management or an IFA firm
- A genuine interest in financial markets/personal financial planning
- An interest in studying for the Diploma in financial services
- Good organisational skills
- Excellent communicative and interpersonal skills
- A positive and engaged attitude with a willingness to learn and develop skills
- The ability to work effectively as a member of a team
- The ability to work under pressure and to tight deadlines

**In summary**

This is a fantastic opportunity for a talented, professional IFA administrator or junior Paraplanner to join a leading organisation and fully develop their career potential. My client can offer career progression, excellent benefits and generous bonusesand most importantly a long term career path.

**If this is opportunity is of interest, please contact Ryan Wootten

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