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Permanent

IFA Administrator (Bespoke Firm)

City
money-bag 38000.00-38000.00 Annual
3060029997
Posted Yesterday

IFA Administrator (Bespoke Firm) 35,000- 40,000 + Bonus + Company BenefitsCity of LondonAre you an IFA Administrator or similar looking for a varied and exciting role within a bespoke, tight-knit Firm who pride themselves on looking after and developing their staff in a role offering a varied workload and ongoing opportunities to upskill yourself? The tight-knit Advisory Firm have seen ongoing stability since their establishment 20 years ago whilst building a loyal client base across numerous sectors. Due to an ever increasing workload they are looking to grow their team of 13 in Central London.In this varied role you will primarily support advisors with their day-to-day responsibility including processing documentation for new and existing business and preparing financial illustrations and adivce. You will also regularly liaise with clients and suppliers in addition to undertaking general office administration work.This role would suit an IFA Administrator or similar looking for a varied role within a well-established firm offering the chance to work within a friendly team and increase your earnings through a bonus.The Role:Manage and process client documentation- new and existing businessLiaise with clients and support their needsPrepare illustrations, advice and recommendationsAssist financial advisors in day-to-day functionMonday-Friday 8:30am-5pmThe Person:IFA Administrator or similarLooking to join a tight-knit firmCommutable to City of LondonReference number: BBBH23519

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