Adviser Support Administrator

An exciting new opportunity has arisen for an organised Adviser Support Administrator (IFA Administrator) to work in a busy practice in Central London which is on a growth trajectory over the next 5-10 years. 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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