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Financial Divisions
Closing date
6 Jun 2022

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Contract Type
Full Time
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IFA ADMINISTRATOR - Options to work in Kent, Surrey or Sussex- Bonus, Study, Hybrid workingMy client is a privately owned service focussed business, which has developed and grown over a number of years providing a professional painless service which has moved them to become a leading firm of independent Financial Advisers. With an established reputation with a long-standing track record and proven ability to understand fully the unique demands and needs of their clients, the majority of their Business now comes from referrals and repeat business.As a result of an internal promotion, we are looking to introduce to them an experienced IFA Administrator, who has already passed at least 1 RO exam and is ultimately looking to progress through to becoming a technically strong Paraplanner. As a fundamental part of the financial planning process, you will be providing support directly to four top billing Advisers with the full onboarding process, sending letters of Authority, dealing with providers, fund switches, preparation of meeting pack including illustrations and liaising with clients to ensure any queries are solved.As the role requires providing a service to HNW private individuals and their families, you will need to demonstrate strong relevant technical ability with exposure to back-office systems ( Intelligent Office or Advisor Office) coupled with a knowledge of various platforms. Confidence and enthusiasm to learn and develop your skills are very important as this role will provide you with an excellent platform for your development. In return for your commitment, you will be rewarded with a competitive starting package including study support, hybrid working and an excellent bonus, with the opportunity to work from various locations in Surrey or Sussex. Please send your cv to
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