Job Title: IFA Administrator/Client services representative
Location: London, City
Salary: DOE - ranging between £30000 and £34000 plus up to 12% bonus
Are you an IFA Administrator looking for your next challenge?
Or, perhaps you have experience from other areas of financial services and are keen to move into a financial planning role?
Would you relish the opportunity for genuine career progression options within a supportive structured environment.
We have just the role for you…
Our client, a chartered financial planning company based in London close to Cannon street station, is a forward-thinking holistic financial planning company offering whole of market advice for pensions, investments, mortgages, protection and estate planning. They are looking for an IFA administrator with a passion for the industry to join their wonderful team.The company was founded on a belief that a deeper understanding of financial services is essential to offering the right bespoke advice.
It is a varied and dynamic team of around 100 employees currently, with an enthusiastic, social and highly supportive team atmosphere. Staff retention is fantastic, and we as an agency have placed multiple people into the company, many of which are still there and thriving.
Benefits include :
*Hybrid working between home and office - after probationary period - 2 days from home
*This is a company that truly take huge pride in their employees and recognise their value through A generous and highly attainable bonus scheme of up to 12%
*This is a company that pride themselves on their clear progression paths and structures so the opportunities for progression within the admin department, and through to other areas of the business such as paraplanning are genuine.
*Other Benefits include various team incentives and social events.
Desirable experience includes previous experience of working within a wealth management environment, supporting financial panners and/or paraplanners - although not essential as long as there is a desire to build a career within the wealth management space.
Someone who is working towards their Diploma in Financial Planning or has a strong desire to start this is also highly desirable.
If this role sounds as though it aligns with your desire to have a career within Financial Services / Wealth Planning that comes with fantastic ongoing career development prospects and a high level of compensation, please email your CV now.
If this role isn’t of interest, then please contact us as we have a number of active roles at the moment that may be more suitable.