IFA Operational Support

Job Details

Reference ID 1770
Vacancy Location Remote based
Job sector
Job type
Remuneration Salary of £28,000


This remote based, IFA Operational Support job is
ideal for individuals experienced within IFA firms and keen to join a growing
company which has exciting plans ahead!

In your role as IFA Operational Support, you will be
focused on supporting the successful integration of businesses as part of their
current and future acquisitions. As such your responsibilities will include:

  • Ensure business is
    accurately novated in a timely manner
  • Arrange provider access
    for their Financial Advisers and teams
  • Ensure they have access
    and ability to obtain information and valuations
  • Provide ongoing operational
    support as part of the firm integrations
  • Ensure the onboarding journey
    is compliant, seamless and minimises any commercial downtime when businesses /
    Financial Advisers join the group
  • Provide guidance on the use
    of their CRM systems

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 Operational Support Requirements

  • You should have experience as an Administrator within a financial
    planning firm
  • You should have experience of using technology to assist reaching
    business goals
  • Individuals with experience of onboarding / integrating IFA acquisitions
    would be highly advantageous
  • You should be motivated by the prospect of joining a growing
    business and the exciting change this brings

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 Operational Support Benefits

  • Salary of £28,000
  • Plus company benefits including 4x DIS, PMI, Group Income
    Protection, Employee Assistance programme, medicash, 5% pension (company
    matched up to 10%), discretionary bonus of 10% and 24 days holiday + bank
    holidays, rising up to 30 days
  • Remote based with 10% travel required
  • 37.5 hours per week
  • Excellent career progression, with individual development plans
    shaped around your desired career path


Remote based

Call us now on 0208 0044 154 or click Apply

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