Adviser Support Administrator

A growing and busy Independent Financial Advisory practice in Central London are looking for an organised Adviser Support Administrator (IFA Administrator) to join their team. 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?

• Progression path available from Adviser Support Administrator to Paraplanner/Adviser
• 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 role is to support a small team of Advisers with Adviser Support Administrator duties such as:

• Managing the Adviser diaries
• Providing high quality client servicing
• Liaising with providers and platforms
• Managing client information on the back office system
• Issuing valuations, LOAs and annual review letters
• Policy reviewing
• Assisting Paraplanners with reports and client packs
• Study for R0 exams to improve technical abilities

The ideal candidate will have:

• Prior experience working in an Adviser Support Administrator capacity within an IFA, Financial Planning practice or Financial Services firm such as a Provider or Platform
• Experience liaising with and supporting Financial Advisers
• A start with R0 exams would be advantageous
• Enthusiasm about the Financial Planning industry
• Excellent phone and email manner

If you are interested in the Adviser Support Administrator role, please apply and one of our consultants will be in touch.