Financial Services Administrator

2 weeks ago


London, Greater London, United Kingdom Heat Recruitment Ltd Full time

Job Title: Independent Financial Advisor (IFA) Administrator

Location: The City, London

Salary: £28,000

Key Benefits:

  • Work-Life Balance: Flexibility for one day working from home from the get-go, increasing to three days post probation.
  • Exam Support: Structured training plan in place and support for professional exams.
  • Employee Benefits: Discretionary annual bonus scheme from day one, annual pay reviews, private medical insurance, enhanced holiday allowance.
  • Company Culture: They pride themselves on providing a unique and supportive culture, with a track record of promoting internal growth and career development.

IFA Administrator Role Requirements:

  • Exposure to Financial Services (0-2 years) would be ideal, such as in IFA Administration, Investments or Pensions.
  • Also can consider post-graduates or people with a keenness to get into the industry.
  • Knowledge of using a CRM.
  • Proactivity and drive to forge a successful career within Financial Planning.

Responsibilities:

  • Provide administrative support to Independent Financial Advisors in day-to-day operations.
  • Utilise back office systems and workflows.
  • Assist in the preparation and processing of client documentation and financial transactions.
  • Liaise with clients, both in person and over the phone, providing excellent customer service.

Requirements:

  • Exposure to Financial Services (0-2 years) would be ideal, such as in IFA Administration, Investments or Pensions.
  • Also can consider post-graduates or people with a keenness to get into the industry.
  • Knowledge of using a CRM.
  • Proactivity and drive to forge a successful career within Financial Planning.


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