Senior Ifa Administrator
3 weeks ago
**Senior IFA Administrator - £25 - £40k - DOE - Gerrards Cross - Boutique IFA Firm**
My client is a boutique wealth planning practice based near Uxbridge who have been operating for 25+ years. I have been assisting with their recruitment for the past year and got to know their business incredibly well. They are looking to expand their teammoving into 2023. They have an excellent reputation providing very solid financial advice to private clients who are City professionals, families, business owners retirees and accumulators. The business as a whole manages over £700m of clients assets. Theydo no marketing activity whatsoever as they gain all new business via recommendation and referral.
This business has a team of 3 Advisers and a full administrative and technical support team who support them in a smooth and effective advice offering to their clients. A vacancy has come available for a Senior IFA Administrator reporting into the OperationsManager. The role will be office based but there is potential for you to WFH in the future. My client are seeking a career administrator or someone who isn’t too progressive and wants to become a paraplanner or adviser. My client places a lot of emphasis onstaff wellbeing and team rapport and regularly enjoy company socials and trips away as well as supporting. Cultural fit will be very important to my client. They are a very gregarious group and all get stuck into whatever neds to get done, they are a veryclose knit team and all have the best interest of their clients at the front of their minds.
The role will be doing full IFA administration on whole of market products and processing submissions and new business processing. If you have used Intelligent Office or FE Analytics before this will be highly advantageous. An array of platform experiencewill be very helpful too. My client are happy to offer between £25k - £40k basic salary in line with your experience. If a supportive environment where all the staff actively help each other and want to gain the most out of their work is appealing to you whilstalso having some fun along the way, then this role will be perfect for you.
If this role sounds of interest or any other roles, I am working on please get in touch. Contact Peter Fozard at Financial Divisions.
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