Description
A growing and busy Independent Financial Advisory practice in Central London are looking for an organised graduate or school leaver to join their team as a Junior IFA Administrator. They are on a growth trajectory over the next 5-10 years, and this is a rewarding role with progression and exam support strongly supported – the business has a proven track record of success from promoting from within.
Why join as a Junior IFA Administrator?
* Progression path available from to Adviser Support Administrator
* Access to the most up to date technology and systems to promote high quality client experience
* Support with study for the R0 Financial Planning exams provided
* Opportunity to work with some of the best Advisers in the industry
* Full training can be provided
* Fridays working from home
* Social office with team get togethers
The Junior IFA Administrator role is to support the wider business with duties such as:
* Providing support to Administrators and Adviser staff
* Providing high quality client servicing, contacting them to provide updates and information
* Issuing valuations, LOAs and annual review letters
* Updating the CRM system with client information
* Liaising with providers and platforms
* Welcoming and greeting clients
The ideal candidate will have:
* Some experience working in an office setting
* Educated to GCSE’s / A Level
* Ability to communicate well with internal staff and external parties
* Enthusiasm about the Financial Planning industry
* Excellent phone and email manner
If you are interested in the Junior IFA Administrator role, please apply and one of our consultants will be in touch
