IFA Administrator

Taylor James Professional Recruitment LTD
London, South East England
17 Jun 2017
17 Jul 2017
Contract Type
Full Time

FS Administrator / Adviser Support / IFA Administrator / London / Permanent / Salary / £25,000 - £33,000 / Study Support

A brand new to the market opportunity has arisen with a well established Financial Planning firm based in London. The opportunity will offer an excellent working environment, dynamic team and market leading salary.

Plenty of progression is available for the candidate alongside a top benefits and bonus structure.

The position:

  • Supporting IFAs
  • Producing client valuations and meeting packs for client reviews
  • Prompt and compliant submission of new business
  • Managing pipeline business
  • Liaising with high net worth clients & providers
  • Responsible for inputting and reconciling all fees

The Person:

  • Experience in working in a Financial Services environment
  • Adviser Office experience (desirable)
  • Enthusiastic and hard working
  • Professional examinations preferred although not essential
  • Ability to work well in a team
  • Full training and study support is provided

Please contact Matthew Biddle on 0113-350-2247 or submit the latest version of your CV to be considered for this opportunity