Graduate Ifa Administrator

3 weeks ago

City of London, United Kingdom Augustine Financial Planning Full time

Graduate Trainee required. Start your career in Wealth Management and build your future career with an established and forward-thinking City firm.

Are you ready to launch your career in the challenging world of financial planning? The opportunities and prospects in this industry are second to none join us and take your career all the way to the top

Do you have the positive can do approach that we a looking for and can you be the active contributor that will bring new ideas and help us drive the business forward?

This is a fantastic opportunity to play a key role in an established, forward-thinking and innovative financial planning firm. You'll play an active part in a young vibrant team that is continually looking to develop the services we offer our clients. Youwill receive our full support to develop your skills and, in return for your hard work, you will be given the opportunity to develop a long-term and fruitful career. The role you start doing with us could be very different from the one you will be doing forus in a few years time

Working with and supporting three advisers, the duties are important and varied and will increase with time:

- Assisting the advisers in client and general business administration.
- Provide a high level of technical and administrative support.
- Carry out financial transactions and trades
- Support the advisers with research and analysis for financial plans.
- New business submission and processing.
- Maintain and update back-office systems.
- Draft client correspondence, compile review packs and valuations and review meeting follow ups.
- Meet and greet clients in the office and be the first point of contact.
- Answer calls from clients and providers.

**Benefits**

Company pension scheme, generous holiday allowance, flexible working plus bank holidays, discretionary bonus.

**Essential Skills**
- Graduate, any degree with a preference for business, financial, maths or economics.
- A genuine interest in working in an office environment.
- Highly organised, methodical, disciplined, and meticulous.
- Strong communication skills and be able to work on your own initiative.
- Able to build trust and build and maintain credibility.
- The ability to deliver excellent client service.
- Able to cope with varying workloads and pressures.
- Experience in Word, Excel, and Outlook.
- Good decision-making skills.
- Be self-motivated with strong attention to detail skills.
- Able to listen and empathise.
- Hardworking with a high level of follow through skills.
- Keen to study for professional qualifications.

Keywords: Graduate, sales support, financial planning, wealth, IFA, report writer, CII, wealth, FCA, diploma, adviser, planner, financial adviser, pensions, life, investments, technical, Office 365, trainee.

**About Us**

Located in the City of London, we are a totally independent, fee based, Financial Planning business, authorised and regulated by the Financial Conduct Authority. Our trusted expertise, personal service and proactive approach enable us to provide the individualattention our clients deserve. We use a unique planning approach that focuses on our clients total financial picture. Our process allows us to create coordinated and effective solutions, designed to preserve wealth, maximise financial potential and achievelong-term goals. We have ambitious plans for the next few years, and we are a caring and supportive employer who seeks to enable our employees to be the best that they can be.

  • Senior Ifa Administrator

    3 weeks ago

    City of London, United Kingdom Fleet Street Financial Ltd Full time

    _**Remuneration Structure**:_ **Basic Annual Salary: £33,000+** - Dependent on experience and qualifications_ **Bonus Structure**:Yes **Additional Benefits**: 23 day holiday allowance, increasing with length of service 2 week Christmas closure (at Directors discretion) Pension with salary sacrifice option Death in Service Income...

  • Graduate Ifa Administrator to Trainee Paraplanner

    2 weeks ago

    London, United Kingdom Financial Divisions Full time

    We are presently recruiting for an Independent Wealth Management Firm who require an ambitious Graduate who is looking to carve out a career within Wealth Management. My client offers a structured career path for their employees, and you are encouraged to study your industry qualifications to become diploma qualified. As a Graduate IFA Administrator you...

  • Ifa Administrator

    3 weeks ago

    City of York, United Kingdom NJR Recruitment Full time

    **IFA Administrator** **York** **£22,000 - £27,000 Plus Benefits** NJR Recruitment is delighted to once again be representing a highly regarded Wealth Management organisation based in the York area. Our client holds an excellent reputation within the industry and provides independent wealth management advice to both private clients and business owners....

  • Ifa Administrator

    3 weeks ago

    City of London, United Kingdom Fleet Street Financial Ltd Full time

    _**Remuneration Structure**:_ **Basic Annual Salary: £25,000+** - Dependent on experience and qualifications_ **Bonus Structure**:Yes **Additional Benefits**: Opportunity to join the Graduate Trainee Programme 23 day holiday allowance, increasing with length of service 2 week Christmas closure (at Directors discretion) Pension with salary sacrifice...

  • Senior Ifa Administrator

    2 weeks ago

    London, United Kingdom The Graduate Project Full time

    **Company & Role Overview** We are currently recruiting for a great opportunity for one of our clients based in North London, who are a well established firm within the wealth management industry. We recruiting for a Senior IFA Administrator to join their fantastic team! **Main Responsibilities** - Prepare meeting packs in a timely manner for Independent...

  • Ifa Administrator

    3 weeks ago

    City of Edinburgh, United Kingdom Meraki Talent Ltd Full time

    IFA Administrator Permanent Edinburgh Meraki Talent's Financial Planning/Advice client are looking for an IFA Administrator to join their team in Edinburgh.Responsibilities: Assist the Financial Advisors in managing client relationships, including processing new business applications, gathering required documentation, and maintaining accurate client records...

  • Ifa Administrator

    2 weeks ago

    London, United Kingdom Vision-FS Recruitment Full time

    **IFA Admin/ IFA Support** **Location: London** **Minimum Requirements: IFA admin experience** **Employed role: £25,000- £35,000 basic, plus benefits** **YOUR NEW COMPANY** A leading Financial Planning business is currently seeking an IFA Administrator to join their growing team. The role will be to provide support to a friendly team of Financial...

  • 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...

  • Ifa Administrator

    3 weeks ago

    London, United Kingdom Templegate Full time

    **TEMPLEGATE RECRUITMENT** **Financial Services Specialist Recruiters** **Job Title**: IFA Administrator **Location**: London - Wimledon **Benefits**: Hybrid working, Pension, 25 days leave plus bank holidays **Salary**: £30,000k ~ £35k Depending on experience. **What Your Day to Day Duties Will Include as a Financial Services Administrator / IFA...

  • Ifa Administrator

    2 weeks ago

    London, United Kingdom GCB Agency Recruitment Full time

    Are you an experienced IFA Administrator looking to work for a fantastic independent firm? Our clients who have been in business for over 25 years and belive in focuses on helping clients achieve their personal / business financial goals are currently looking for an experienced IFA Administrator to join their team. This role will be based within their busy...

  • Junior Paraplanner/ifa Administrator

    2 weeks ago

    London, United Kingdom Financial Divisions Full time

    A dynamic and forward-thinking Independent Wealth Management Firm require an IFA Administrator/Junior Paraplanner to join their team in London. My client offers a structured career path for their employees, and you are encouraged to study your industry qualifications to become diploma qualified. As a Graduate IFA Administrator/Junior Paraplanner, you will...

  • Ifa Administrator

    2 weeks ago

    London, United Kingdom ARC Full time

    **Job Title/Location**: IFA Administrator, North London - **Salary**: To £35,000 - **Working Dynamics**: 100% office based initially, with some flex for 1-2 days WFH long-term - **Requirements**: IFA administration experience is vital - happy to consider people who want to progress into paraplanning or advising long-term - **Role Snapshot**: Providing admin...

  • Ifa Administrator

    2 weeks ago

    London, United Kingdom Recruit UK Full time

    **Job Title**: IFA Administrator **Industry**: Financial Planning **Location**:London **Salary**: £26,000 - £35,000 **Job reference**:16009 Recruit UK are working on an excellent opportunity for an IFA Administrator to join an Independent Financial Advisory firm in London. This IFA firm provides simple and attainable financial planning and are now...

  • Ifa Administrator

    2 weeks ago

    London, United Kingdom Cranleigh Personnel Full time

    Are you an IFA Administrator looking to make your next career move: - Do you feel frustrated in your current role as you are not having the mentoring/training to reach your next step in your career? - Are you stuck where you are and there isn’t the scope for progression into Paraplanning or Operations / Compliance - Or have you been promised exams or study...

  • Ifa Administrator

    3 weeks ago

    White City, United Kingdom Ortus PSR Full time

    A excellent Chartered IFA practice, based in Central London are hiring for an IFA Administrator to join their team. **Role Function**: Working directly alongside one of the Senior Partners and their two Paraplanners, delivering to the higher standard the technical and data led aspects of the client journey and to deliver all periodic MI reports to...

  • Ifa Administrator

    2 weeks ago

    London, United Kingdom GCB Agency Recruitment Full time

    Are you an experienced Wealth Management professional looking to work in an award-winning independent financial advice firm? My client is a boutique wealth planner, asset manager and employee benefits specialist. They have built the Company on integrity and trust because doing what is right for their clients is best for the business. An excellent...

  • Ifa Administrator

    2 weeks ago

    London, United Kingdom GCB Recruitment Full time

    Are you an experienced Wealth Management professional looking to work in an award-winning independent financial advice firm? My client is a boutique wealth planner, asset manager and employee benefits specialist. They have built the Company on integrity and trust because doing what is right for their clients is best for the business. An excellent...

  • Senior Ifa Administrator

    2 weeks ago

    London, United Kingdom Ortus PSR Full time

    Are you an experienced IFA administrator that is looking for company that invests in its staff? We have an exciting opportunity for an experienced Administrator working in a Financial Planning firmto join a national IFA firm. We are able to offer this opportunity out as complete remote or flexible office working depending on your requirements. As an...

  • Ifa Administrator

    3 weeks ago

    London, United Kingdom May & Stephens Full time

    IFA ADMINISTRATOR 28 - 32K DOE CITY OF LONDON A hugely successful and well-respected firm of accountants and financial advisors seeks an Administrator to join the Financial Advisory team. The company: Established in the 1920s, our client is an award-winning firm of auditors, accountants, and business advisors. Working with businesses, not for profits, and...

  • Graduate IFA Support Role

    4 weeks ago

    London, Greater London, United Kingdom Fleet Street Financial Ltd Full time

    About the RoleWe are seeking a highly motivated Graduate IFA Administrator to join our team at Fleet Street Financial Ltd. This exciting opportunity allows recent graduates to develop their skills in financial services while enjoying a supportive and structured work environment.In this role, you will perform various administrative tasks, including data...