Senior Adviser Support

3 weeks ago


London, United Kingdom Heat Recruitment Full time

The Client

This is an exciting opportunity for a Senior IFA Administrator / Adviser Support to join a successful Financial Planning firm, based out of their state of the art Central London office.
This firm focuses on ethical and sustainable advice, so the clients are varied and involves a lot of ESG investment work. You will work on a pod-basis with the Adviser and Paraplanner to ensure for a smooth client experience.

The Opportunity

During a period of key expansion, our client is looking for an Technical IFA Administrator / Adviser Support to provide a first-class compliant support service to the Chartered Financial Advisers of the practice enabling them to deliver appropriate adviceand solutions to clients in all areas of financial planning. Working within a friendly, and close-knit, 'family style' team this is a fantastic opportunity for an Administrator to come on board and share their knowledge with the existing team, helping themgrow and develop.
Study and exam support is strongly supported.
Role Duties include:

- Provide daily administrative support to two established financial advisers and their paraplanners
- Help to maintain the client database, processing new business
- Implementing advice given to clients
- Be able to assist and contribute to the development of the financial planning proposition, new processes, and systems within the team.
- Basic report writing
- Liaising with product providers and clients
- General office duties where required, for example answering the office phone line
- Adhere to and maintain knowledge of all applicable legislation, including relevant parts of the FCA Handbook.

What’s needed to be considered?
- Several year's experience working in an IFA Administrator position
- Confident with technical work such as preparing meeting packs, interpreting research
- Strong knowledge of financial products, particularly Pensions and Investments
- Team player, eager to share knowledge previously obtained as well as learn on the job

Benefits Package:

- Matched Pension contribution
- Private Healthcare
- Discretionary annual bonus
- Remote Working
- Flexible working hours
- Company events
- Exam Support

What next?

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.


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