Financial Services Administrator
2 weeks ago
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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