Ifa Administrator with Xplan

2 weeks ago


London, United Kingdom Financial Divisions Full time

With exciting plans for their future, my client, a London based independent financial planning firm are looking to recruit an experienced IFA Administrator to support a small well-established team and to add value to the business, making this role theirown, supporting two established Financial Advisers

Opportunity Highlights
- This is a highly responsible role with a long-term future supporting the admin function
- Role offers full involvement from being first point of contact for clients, providers and advisers, new business, preparing draft client reports and letters, executing transactions on provider platforms, producing accurate valuations, automation of clientcentric workflows
- Remote working ( 1 day per 2 weeks in London for lunch meetings)
- Full time or 4 days per week
- Performance based Bonus
- 3-5 years IFA Admin experience



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