A growing and busy Independent Financial Advisory practice in Central London are looking for an organised graduate or school leaver to join their team as a Junior IFA Administrator. They are on a growth trajectory over the next 5-10 years, and this is a rewarding role with progression and exam support strongly supported - the business has a proven track record of success from promoting from within.
Why join as a Junior IFA Administrator? Progression path available from to Adviser Support Administrator Access to the most up to date technology and systems to promote high quality client experience Support with study for the R0 Financial Planning exams provided Opportunity to work with some of the best Advisers in the industry Full training can be provided Fridays working from home Social office with team get togethers
The Junior IFA Administrator role is to support the wider business with duties such as: Providing support to Administrators and Adviser staff Providing high quality client servicing, contacting them to provide updates and information Issuing valuations, LOAs and annual review letters Updating the CRM system with client information Liaising with providers and platforms Welcoming and greeting clients
The ideal candidate will have: Some experience working in an office setting Educated to GCSE's / A Level Ability to communicate well with internal staff and external parties Enthusiasm about the Financial Planning industry Excellent phone and email manner
If you are interested in the Junior IFA Administrator role, please apply and one of our consultants will be in touch.
#J-18808-Ljbffr
Why join as a Junior IFA Administrator? Progression path available from to Adviser Support Administrator Access to the most up to date technology and systems to promote high quality client experience Support with study for the R0 Financial Planning exams provided Opportunity to work with some of the best Advisers in the industry Full training can be provided Fridays working from home Social office with team get togethers
The Junior IFA Administrator role is to support the wider business with duties such as: Providing support to Administrators and Adviser staff Providing high quality client servicing, contacting them to provide updates and information Issuing valuations, LOAs and annual review letters Updating the CRM system with client information Liaising with providers and platforms Welcoming and greeting clients
The ideal candidate will have: Some experience working in an office setting Educated to GCSE's / A Level Ability to communicate well with internal staff and external parties Enthusiasm about the Financial Planning industry Excellent phone and email manner
If you are interested in the Junior IFA Administrator role, please apply and one of our consultants will be in touch.
#J-18808-Ljbffr
