Technical IFA Administrator, Central London (2 days a week in the office), £35,000 – £42,000 A boutique, and FTAdviser shortlisted Chartered Independent Financial Planning practice is looking for a TechnicalIFA Administrator to directly support a Senior Adviser and Senior Paraplanneron a pod team basis. This role would suit an experienced Financial Planning/IFA Administrator who has strong technical experience and has had exposure to assisting withsuitability reports, alongside actively studying for their Level 4 Diploma in Financial Planning.
You will join a team that has been awarded Best Financial Adviser to Work for award. The company has received many positive current employee testimonials who vouch for it being a brilliant place to work with progression opportunities available.
You will receive a range of staff benefits including hybrid working (3 days a week from home), 25 days holiday, PMI, company bonus and pension contributions of 7.5%.
The team are focused on values and providing clients with a trustworthy approach to advice. They are looking for someone who shares these values and has strong technical Administration knowledge to make a contribution to the team.
If you would like the opportunity to work with high-net-worth clients, and are excited to join a fast-paced client team, this would be a brilliant role for you.
What’s needed to be considered?
- Experience in a Financial Planning environment as an IFA Administrator, Client Services,Senior Administrator or Junior Paraplanner
- Working towards or obtained the Level 4 Diploma in Regulated Financial Planning (CII)
- Exposure to contributing to suitability reports
- Experience using IO, XPlan, Curo or similar back office systems is essential
- Proven experience of providing quality support to Financial Planners & Paraplanners
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