Senior Ifa Administrator

6 months ago

London, United Kingdom Capio Recruitment Full time

**Job Title: Senior IFA Administrator**

**Location: Central London**

**Salary: £28,000 - £36,000 + Bonus Scheme**

Our client is seeking a highly skilled and motivated Senior Financial Planning Administrator to join the existing team and provide support to one of the top-performing Independent Financial Advisers. (IFA) and members of the Senior Leadership Team (SLT). You will play a pivotal role in providing comprehensive administrative support to your IFA while contributing to the overall success and growth of our business.

The business has a fun, friendly and dynamic working environment, the company is big on rewarding high performers and is pushing to become the industry’s best place to work

**Key Responsibilities**:

- Provide high-level administrative assistance to your dedicated IFA, including but not limited to managing calendars, arranging client meetings, preparing reports, and handling correspondence.
- Utilise your technical proficiency in financial planning tools, software, and systems to streamline processes, analyse data, and assist in the creation of financial plans and investment strategies.
- Collaborate closely with the IFA in servicing client accounts, ensuring timely responses to client inquiries, managing documentation, and assisting in delivering exceptional client experiences.
- Work collaboratively with the senior leadership team, contributing insights, participating in strategy sessions, and supporting initiatives aimed at enhancing operational efficiency and business growth.
- Maintain a strong understanding of regulatory requirements within the financial services industry, ensuring all administrative practices and client interactions adhere to compliance standards.
- Foster a positive and engaging working relationship with the IFA, embracing their affinity for good-hearted banter while maintaining professionalism and delivering outstanding support.

This position offers an exciting opportunity to work closely with a dynamic IFA, contributing to the success of our business and enhancing client experiences through comprehensive administrative support and technical expertise.

If you are a hardworking, technically minded professional with a passion for providing exceptional support to IFAs and thrive in an environment that embraces camaraderie and good-hearted humour, then this is the role for you

**Synonyms**: Financial Planning Administrator, Financial Service Administrator, Wealth Management Administrator, Financial Planning Support, Client Services Associate

INDJOE#

**Salary**: £28,000.00-£36,000.00 per year

**Benefits**:

- Company pension
- Flexitime
- Health & wellbeing programme
- Life insurance
- Private medical insurance
- Work from home

Schedule:

- Flexitime
- Monday to Friday

Supplemental pay types:

- Performance bonus

Ability to commute/relocate:

- London: reliably commute or plan to relocate before starting work (required)

Work Location: Hybrid remote in London

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