Financial Services Administrator

4 days ago


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

Located in The City, London, this role offers a salary of 28,000 - 30,000 per year. As an Independent Financial Advisor (IFA) Administrator at Heat Recruitment Ltd, you will provide administrative support to IFA's in day-to-day operations. This includes utilising back office systems and workflows to assist in the preparation and processing of client documentation and financial transactions.

Liaising with clients over the phone and in person is also a key aspect of this role, providing excellent customer service. Exposure to Financial Services (0-2 years) is ideal, such as in IFA Administration, Investments or Pensions. A keenness to get into the industry is also considered, along with knowledge of using a CRM.

A key benefit of this role is the progression pathway, which encourages employees to become Junior Paraplanners upon completion of the Level 4 Diploma. Additional benefits include a structured training plan, exam support, discretionary annual bonus scheme from day one, annual pay reviews, private medical insurance, and enhanced holiday allowance. Company culture is unique and supportive, with a track record of promoting internal growth and career development.



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