IFA Administrator

Job Description

Company:

This is a Top 100 UK IFA that provides comprehensive Financial Planning, Wealth Management & Employee Benefits advice to HNW private & corporate clients across the UK.

With a national presence, this practice has achieved numerous industry awards and has established themselves as a market leader in the UK financial advice sector.

Position:

As a result of structured business growth, this IFA practice would like to welcome and experienced IFA Administrator to the team.

As part of the highly experienced back-office support team, you will support several IFA’s and their clients with full pre and post advice administration support.

What’s on offer:

  • Work for an industry recognised & multi-award-winning IFA (Top 100 UK IFA)
  • Opportunity to support HNW private & corporate clients across holistic advice
  • Join a highly experienced administration team who will support your development
  • Full exam support, structured training and future progression opportunities
  • Discretionary Bonus & excellent company benefits (discussed on application)

Requested experience:

  • Previous experience within an advisory support role within an IFA firm
  • Previous experience of processing business on wrap platforms
  • Hold Certificate in Financial Planning or equivalent qualifications

Advantageous experience:

  • Progression towards level 4 diploma
  • Experience working for a DFM