Senior Ifa Administrator

3 months ago

London, United Kingdom Cranleigh Personnel Full time

**Senior IFA Administrator - route through to management**

**Location: City, London**

**Salary: £35,000 - £45,000**

Are you a Wealth Planning Senior IFA Administrator who is now looking for their next challenge?

**Then this may be the role for you**

The practice would suit any individual who is looking to become part of a small and supportive team, harness their administrative and leadership skills and sink their teeth into a varied Senior IFA administration role with great future prospects.

Main Duties:

- To be the hub of the admin function within this growing practice
- Working in this whole of the market IFA you will be using your experience across different platforms and products to process the new business
- Working closely with all team individuals to manage processes, compliance and work flow

**Why join our client?**
- This is an amazing opportunity for an experienced IFA Administrator who is feeling undervalued where you are / reached a ceiling in your current company.
- This IFA is going through a period of expansion and this is a chance to be part of the growth plans and for your role to develop into either a management role (if desired) - where you will be developing and mentoring any new IFA administrators who join.
- If you love the chance to implement and develop the admin function and to create efficient work flows through the business, making this role your own

**Experience / Qualifications**:

- Be computer literate, competent with Word, Excel, Outlook, etc.
- Be an experienced financial services administrator
- Excellent written and oral communication skills.
- Excellent analytical and numerical skills.
- Excellent time management, organisational, and record-keeping skills.
- Have experience working within an independent wealth management or financial planning firm.

**Salary**: £35,000.00-£45,000.00 per year

Schedule:

- Monday to Friday

Application question(s):

- Do you have at least 1 years experience of working as an IFA Administrator within a wealth planning company?

Work Location: In person

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