Ifa Administrator

5 months ago


London, United Kingdom The Coast Partnership Ltd Full time

**An unmissable opportunity for an experienced wealth management administrator or junior paraplanner who has real ambition.**

This role is with a dynamic, growing, IFA firm who put their employees above all.

Friendly and down to earth, the team spirit at this firm is second to none. You will play an integral part in the team from day one and work closely with two advisers, helping support them and providing excellent client service.

You will be developed, valued, and listened to as you grow into a senior finance professional, whether that be a paraplanner or financial adviser. This is a company that will invest in you.

**Role Responsibilities**:

- New Business Administration and Processing.
- Support delivery of the sales process and client review process.
- Client Servicing.
- Maintenance of Client Records.
- Managing and Reporting on New and Existing Business Income.
- General administrative support.

**Role Requirements**:

- Energy and passion
- Strong organisational skills.
- Excellent communication skills.
- Initiative.
- Previous experience within financial services.
- Competent use of Microsoft products.
- Previous experience at a wealth management firm or similar is essential.

**This is a new role and actively hiring**

**Job Types**: Full-time, Permanent

**Salary**: £28,000.00-£37,000.00 per year

**Benefits**:

- Additional leave
- Bereavement leave
- Company pension
- Health & wellbeing programme
- Life insurance
- Private medical insurance
- Work from home

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

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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