Junior IFA Administrator

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.