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Progressive Senior Ifa Admin Role

3 weeks ago

London, United Kingdom Financial Divisions Full time

**& 10% guaranteed bonus, study support, hybrid**

My client is a modern dynamic financial planning business with a strong client focus and excellent reputation are proud of their client focussed emphasis. Due to their immense success, they are now looking to introduce a Senior IFA Administrator to the teamwith a view to progressing their career into a management role.

**Opportunity Highlights**
- Great opportunity to develop your people management skills
- Advisers work across pensions, investments, ISAs, and Investment Bonds
- They hold firm views that ongoing financial advice and superior products should be available to all, not just HNW individuals
- Assisting and supporting junior members of the Admin team with technical complexities
- In addition to overseeing members of the team you will be involved with generating investment review reports, updating system with investment details, interacting with Clients to book meetings, obtain documentation and signatures, working with providers, collating detailed policy analysis, and actioning fund switches
- Study support provided for RO exams
- Minimum of 2 Years IFA Admin experience