IFA Administrator - Taylor James Professional Recruitment : Job Details

Flexible working & homeworking available

Our client, an award winning and chartered firm of financial planners are looking to recruit an experienced Client Services Administrator to join their city of London based team.

This is a first class opportunity to develop your technical skillset within a reputable team of professionals.

Our client is also interested in speaking with candidates who are also looking to move into paraplanning in the future.

Duties & responsibilities will include (not limited to):

• To provide support to Paraplanners & Financial Planners
• To be the first point of contact for clients
• To process new business applications across the key financial products
• Ensuring that financial transactions are completed correctly & compliantly
• Preparing for client review meetings
• Acquiring client portfolio valuations

The candidate:

• c2 years + IFA/ financial planning administration experience (essential)
• Experience of CURO (desirable)
• Studying towards level 4 diploma (desirable)
• Excellent knowledge of provider platforms

What’s on offer:

• Starting basic salary of up to c £37,000 + 10% bonus
• Flexible working & homeworking available
• 25 days holiday
• Full study support inclusive of training courses
• Pension at 5%
• DIS X 4
• Dental/ health

To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Paul Taylor on LinkedIn.