About this role
IFA Administrator
London
Competitive salary + market leading benefits package, bonus, flexible working
Award winning Financial Planning organisation in London are hiring. I require an enthusiastic and experienced Financial Planning Administrator to join this successful office.
Experience in a Financial Services environment is essential and in return you can receive a market leading salary and benefits package including bonus.
The successful candidate will:
* Have at least 1-2 years experience carrying out an administration/sales support role within a Financial Services Advice environment.
* Detailed and working knowledge of regulatory requirements.
* Experience and knowledge of investments, pension plans and other financial products.
* Strong IT skills; basic MS Office package.
* Excellent organisational and communication skills.
* Strong numeracy skills.
The main duties of this role include:
Liaising with clients, fund managers, solicitors and accountants daily.
New business processing
London
Competitive salary + market leading benefits package, bonus, flexible working
Award winning Financial Planning organisation in London are hiring. I require an enthusiastic and experienced Financial Planning Administrator to join this successful office.
Experience in a Financial Services environment is essential and in return you can receive a market leading salary and benefits package including bonus.
The successful candidate will:
* Have at least 1-2 years experience carrying out an administration/sales support role within a Financial Services Advice environment.
* Detailed and working knowledge of regulatory requirements.
* Experience and knowledge of investments, pension plans and other financial products.
* Strong IT skills; basic MS Office package.
* Excellent organisational and communication skills.
* Strong numeracy skills.
The main duties of this role include:
Liaising with clients, fund managers, solicitors and accountants daily.
New business processing
Preparing Valuations, Illustrations & Quotations
Completing FCA compliant transactions.
Obtaining information from fund managers.
Sending letters of authority.
Working closely with advisers.
Obtaining information from fund managers.
Sending letters of authority.
Working closely with advisers.
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Contract Type
Permanent
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Specialism
Accountancy & Finance
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Working pattern
Full Time
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Job ref
1234
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Expiry date
24 November 2024
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Accountancy & Finance
Both focus on numbers, but we understand that Accountancy & Finance are two distinct sectors – each with their own requirements and specialist roles. 
Whether it’s keeping track of cash flow in Accounts or managing assets and liabilities in Finance, we have consultants in each market. They’ll work to secure your perfect role.
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