Adviser Support Administrator Job

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Adviser Support Administrator

Job Posted: 2 days ago

  • Salary: £ 25,000/Annum

    Job Type: Permanent

  • Location: City of London, Greater London

Expire in: 25 days

Job Description

A growing and busy Independent Financial Advisory practice in Central London are looking for an organised Adviser Support Administrator (IFA Administrator) to join their team. 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? * Progression path available from Adviser Support Administrator to Paraplanner/Adviser * 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 role is to support a small team of Advisers with Adviser Support Administrator duties such as: * Managing the Adviser diaries * Providing high quality client servicing * Liaising with providers and platforms * Managing client information on the back office system * Issuing valuations, LOAs and annual review letters * Policy reviewing * Assisting Paraplanners with reports and client packs * Study for R0 exams to improve technical abilities The ideal candidate will have: * Prior experience working in an Adviser Support Administrator capacity within an IFA, Financial Planning practice or Financial Services firm such as a Provider or Platform * Experience liaising with and supporting Financial Advisers * A start with R0 exams would be advantageous * Enthusiasm about the Financial Planning industry * Excellent phone and email manner If you are interested in the Adviser Support Administrator role, please apply and one of our consultants will be in touch
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