IFA Administrator

Financial Planning Administrator

Location: North London

Salary: £28,000 - £35,000

Duration: Permanent, Full time Hybrid work (1-2 days a week from home)

We are working with a prestigious Financial planning firm based in North London who are looking to bring on a Financial Planning Administrator. Our clients offer a supportive environment where skills and expertise are valued and rewarded. In this role you will work closely with Financial Advisers to provide a high quality and efficient service to clients.

Responsibilities:

• Preparing and processing new business applications
• Maintaining accurate client data records
• Liaising with Clients, Providers and Advisers
• Managing compliance and regulatory requirements

This is a great opportunity for a Career Administrator or someone who wants to move into a more technical role and complete the Level 4 diploma in Financial Planning.

What’s on offer?

Salary up to £35,000

25 days annual leave + Bank Holidays

Discretionary Annual bonus

Income and health protection

35 hour working week with flexible start times

Study Support through financial planning exams

What’s Next?

If you are interested in the Financial Planning Administrator position then apply now!

One of our consultants will reach out within 24 hours if you match the requirements.

IFA Administrator, Financial Planning, Wealth Management, Customer services, Administration, Employee Benefit