IFA Administrator (Financial Planning)

£35,000 - £40,000 + Pension + Study Support + 23 days holiday + hybrid working after probation

Kingston Upon Thames

Are you an administrator from a Financial Planning or IFA practice looking to work for a financial advisory specialist, with exceptional progression opportunities?

Are you looking to work for a company that will offer full study support to gain your financial qualifications and progress your career?

On offer is the opportunity to work for a bespoke firm in financial planning. With over 30 years of experience, the organisation is looking to expand its team and provide opportunities for internal growth and career progression.

This role would suit someone with an administrator background who is seeking a position that offers professional development and studying towards a CII Diploma qualification. You will have a passion for delivering high-quality work within set time frames and a strong ability to confidently engage with clients.

The Role:

Maintaining the client file
Implementing recommendations
Client review preparation
General office administration dutiesThe Person:

Experience in an administration role
Study towards a CII Diploma qualification, or equivalent
Experience with Intelliflo, Quilter, Transact or similar is desirable If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV.

Reference Number: BBBH19498

Keywords: Financial, Planning, Administrator, Tax, Investment, Management, Intelliflo, Quilter, Transact, Paraplanner, CII Diploma, Kingston

We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.

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