Senior Ifa Administrator

3 weeks ago


City of London, United Kingdom Taylor James Professional Recruitment Full time

Our client, a very successful, chartered financial planning firm in the city of London are looking to appoint a **Senior IFA Administrator** to join their experienced team on a permanent basis.

This truly is a first-class opportunity to join one of the most reputable & prestigious financial planning firms in the city.

**Our client offers fantastic career progression & flexible working.**

Supporting a team of experienced paraplanners & financial planners, duties & responsibilities will include**:Full job spec is available on request**
- Providing support to Paraplanners & Financial Planners
- Ensuring that financial transactions are completed correctly & compliantly
- To be the first point of contact for clients
- Preparing for client review meetings
- Acquiring client portfolio valuations
- c3 years + IFA/ financial planning administration experience (**essential**)
- Excellent knowledge of provider platforms (**essentia**l)
- Intelligent Office experience (desirable)

What’s on offer:

- Basic starting salary of up to c£40,000
- Discretionary bonuses
- 26 days holiday (rising)
- Full study support inclusive of training courses
- Structured career progression
- Extended benefits package

To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Paul Taylor on LinkedIn.



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