Senior IFA Support Specialist

3 weeks ago


London, Greater London, United Kingdom Mulberry Recruitment Full time
About the Role
We are seeking an experienced Financial Services Administrator to join our team at Mulberry Recruitment. As a key member of our support team, you will play a crucial role in ensuring the smooth operation of our financial services business.

Your primary responsibility will be to provide administrative support to our financial advisors, ensuring that all client interactions are handled efficiently and effectively. This will include dealing with client queries, maintaining accurate records, and organizing annual reviews with clients.

To be successful in this role, you will need to have excellent communication skills, a high level of organizational ability, and the ability to work well under pressure. You should also have a minimum of 2 years experience in the financial services industry and possess strong technical knowledge of investments, pensions, and family wealth planning.

As a Senior IFA Administrator, you will have the opportunity to develop your skills and experience, working closely with our financial advisors and contributing to the growth and success of our business.

Key Responsibilities:
  • Provide administrative support to our financial advisors.
  • Deal with client queries and respond to their needs in a timely and professional manner.
  • Maintain accurate records and ensure that all client information is up-to-date.
  • Organize annual reviews with clients on behalf of our financial advisors.

Benefits:
We offer a competitive salary of £35,000 - £40,000 per annum, depending on experience. Our comprehensive benefits package includes pension scheme, life insurance, and paid holiday. If you are a motivated and organized individual who enjoys working in a team, we would love to hear from you.

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