IFA Administrator

1 day left

Equals One
London (Central), London (Greater)
salary 25-32k
25 Jul 2017
22 Aug 2017
Contract Type
Full Time

IFA Administrator

permanent, full time

Location: London

Salary: £25,000 - £32,000 depending on experience, Study Support

This is an excellent opportunity to join a successful, established firm of IFAs and Employee Benefit Consultants based in Central London.

The role would suit either a hard working career administrator or an ambitious individual looking to progress their career towards paraplanning. Either way the successful candidate must be a real team player ready to work within a firm full of talented individuals.

Typical administration duties will include:

·Processing new business

·Preparing meeting packs

·Request and obtain application forms and other associated paperwork

·Request and obtain all necessary information from providers

·Undertake research to allow paraplanners and advisers to identify suitable solutions to meet client needs

·Client liaison and communications

·Processing client and adviser investment instructions via platforms

·Ensure appropriate data is accurately recorded on Company back-office system(s)

This is a broad role with varied tasks that will provide both a challenge and insight into the technical elements of financial planning. Support is available for those with the ambition to gain relevant qualifications.

The ideal candidate will have:

·Previous relevant administration experience either for a product provider or an IFA practice

·Ability to work within defined business processes to achieve agreed outcomes without supervision

·Polite and confident communicator, both face to face and over the telephone and email

·A positive and proactive approach to work and a desire to help the wider team

·Present a professional image in all client dealings

·Strong IT skills

·An assertive "can do" approach

·Honest with strong ethics

The environment is fun but hard working and recognises the value of dedicated and pro-active people who play their part in the team. 

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