Ifa Administrator/ Advisor Admin Support

2 weeks ago


London, United Kingdom Financial Divisions Full time

**Overview**

**Summary**

As a Key Team Payer with the ability to multitask, your day will be based around the following tasks
- Providing dedicated administrative support to 2 Financial Advisors and their paraplanners
- Processing new Business
- Assist with development of the financial planning process
- Liaising with providers and clients
- Basic report writing
- Demonstrating an awareness of compliance, regulations and procedures
- Following internal disclosure procedures

**About you**

As a key member of this team, you will be able to -- Possess a professional and friendly approach to Clients
- Show the ability to work unsupervised
- Demonstrate the ability to meet deadlines in an organised manner
- Be passionate about their work
- Be an active studier ( RO Exams)

**In summary



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