IFA Administrator

An exciting opportunity has arisen for an organized, efficient and professional IFA Administrator to join an extremely professional and growing business.

Job Description:

• Administration support to a highly successful and experienced IFA as well as a trainee adviser
• Working in a team along with a technical administrator
• Processing new and existing business for HNW clients
• Administration of pension and investment products
• Liaising with providers and clients
• Answering the phone, meeting and greeting clients arriving for meetings (once restrictions ease)
• General office administration
• Using Intelligent Office for records
• Adhering to compliance procedures

Person Specification:

• Well spoken, confident communicator
• Some experience of working in an IFA business
• Organised, efficient administrator; smart appearance and professional
• Experience of Intelligent Office preferred
• This will suit somebody that wants to progress and learn within financial services

Additional Information:

• Based in North London
• C£25,000
• Career supported for anybody that wants to progress towards Paraplanning
• Monday – Friday 9-5.30