IFA Administrator
Harrow | Permanent | £25,000 - £35,000/year | www.cv-library.co.uk |
IFA Administrator
Position:
IFA Administrator
Location:
Harrow, London
Salary:
£25,000 to £30,000 per annum
Are you an experienced Senior IFA Administrator, or perhaps running the operations of a busy office, and can support Financial Advisors and Paraplanners in a fast paced and demanding working environment. This is a technical role, so if you have worked in an IFA environment and understand the role of a Technical Assistant, or Senior IFA Administrator, then please read on!
My client is a financial planning firm in Harrow, changing the way Financial Advice is given, working to values such as empathy, decency, expertise, and hard work – this is a great opportunity for someone to help in the growth of a Gold Standard Corporate Chartered Financial Planner business.
Role Overview:
As a Senior IFA Administrator, you will play a pivotal role in providing crucial administrative and technical support to a dynamic business, acting as the lead to the admin team and running a small but busy office.
What we are looking for:
Background in IFA
Leading junior team members, preferably IFA Admin teams
Able to support the running of a small office.
Able to work on site 5 days per week (with some flexibility)
Ideally R01 qualified, or working towards (not essential)
What you will be doing:
Support paraplanners in research and analysis to meet client needs and objectives.
Assist paraplanners in the implementation of new business.
Develop and maintain internal relationships to ensure business flow and meet targets.
Contribute to the smooth running of the administrative function within the business.
Ensure all business activities are responsible, compliant, and meet legislative requirements.
Manage new business recording and submission.
Communicate and record product and planning analysis results.
Liaise with product providers and relevant third parties.
Handle individual workflow and task delivery.
Assist the business with:
Preparing paperwork for client meetings
Conducting planning and product research
Tracking new business submissions to conclusion
Performing technical filing on business systems
Booking client appointments
Greeting clients
Apply now to be part of a dynamic environment where your skills make a tangible impact.
(Confidentiality guaranteed. Our client is an equal opportunity employer.)
Position:
IFA Administrator
Location:
Harrow, London
Salary:
£25,000 to £30,000 per annum
Are you an experienced Senior IFA Administrator, or perhaps running the operations of a busy office, and can support Financial Advisors and Paraplanners in a fast paced and demanding working environment. This is a technical role, so if you have worked in an IFA environment and understand the role of a Technical Assistant, or Senior IFA Administrator, then please read on!
My client is a financial planning firm in Harrow, changing the way Financial Advice is given, working to values such as empathy, decency, expertise, and hard work – this is a great opportunity for someone to help in the growth of a Gold Standard Corporate Chartered Financial Planner business.
Role Overview:
As a Senior IFA Administrator, you will play a pivotal role in providing crucial administrative and technical support to a dynamic business, acting as the lead to the admin team and running a small but busy office.
What we are looking for:
Background in IFA
Leading junior team members, preferably IFA Admin teams
Able to support the running of a small office.
Able to work on site 5 days per week (with some flexibility)
Ideally R01 qualified, or working towards (not essential)
What you will be doing:
Support paraplanners in research and analysis to meet client needs and objectives.
Assist paraplanners in the implementation of new business.
Develop and maintain internal relationships to ensure business flow and meet targets.
Contribute to the smooth running of the administrative function within the business.
Ensure all business activities are responsible, compliant, and meet legislative requirements.
Manage new business recording and submission.
Communicate and record product and planning analysis results.
Liaise with product providers and relevant third parties.
Handle individual workflow and task delivery.
Assist the business with:
Preparing paperwork for client meetings
Conducting planning and product research
Tracking new business submissions to conclusion
Performing technical filing on business systems
Booking client appointments
Greeting clients
Apply now to be part of a dynamic environment where your skills make a tangible impact.
(Confidentiality guaranteed. Our client is an equal opportunity employer.)
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