Job Details

Job description

This hybrid-based IFA Administrator job in Borehamwood is suitable for an individual looking to be part of a growing company and assist in providing excellent financial planning solutions.

You will be providing financial planning administration support to their team of Financial Advisors, who provide holistic financial planning to clients.

As an IFA Administrator, you should be focused on undertaking efficient administrative support. Your responsibilities will likely include preparing documents, maintaining and update client records, obtaining outstanding information and processing business.

In due course, there is also opportunity for you to be more focused on undertaking client servicing duties or be more focused on client liaison support.

The business has a strong focus on allowing their individuals to grow and develop and would openly support your progression. Due to their growing scale and people focus, they are open minded to support your development into whichever area you desire, whether that is into paraplanning, advice, compliance, management etc.  

IFA Administrator Requirements

• You should have experience as an Administrator within a financial planning firm
• You should have good knowledge of financial planning processes

The Company

This growing IFA firm is led by highly respected names within the industry, accompanied with the backing of a private equity firm. They are currently on a rapid growth phase of the business, with already £4.5bn of AuM, which will continue to grow. They openly recognise to achieve such success is dependent on having the right people in the business, as such they are looking to build a strong team of passionate and skilled team members.

IFA Administrator Benefits

• Salary of up to £35,000 plus annual bonus
• Plus company benefits including 9% employer pension contribution (no mandatory employee contribution)
• Hybrid working with 60/40 split of office and home working
• Excellent career progression, with individual development plans shaped around your desired career path

Locations

Borehamwood

Call us now on 0208 0044 154 or click Apply

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