Ifa Administrator - London, United Kingdom - Taylor James Professional Recruitment LTD

Taylor James Professional Recruitment LTD
Taylor James Professional Recruitment LTD
Verified Company
London, United Kingdom

1 week ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description
_
Flexible working & homeworking available_


Our client, an award winning and chartered firm of financial planners are looking to recruit an experienced Client Services Administrator to join their city of London based team.

This is a first class opportunity to develop your technical skillset within a reputable team of professionals.

  • Duties & responsibilities will include (not limited to):
  • To provide support to Paraplanners & Financial Planners
  • To be the first point of contact for clients
  • Ensuring that financial transactions are completed correctly & compliantly
  • Preparing for client review meetings
  • Acquiring client portfolio valuations
- c2 years + IFA/ financial planning administration experience (
essential)

  • Experience of CURO (desirable)
  • Studying towards level 4 diploma (desirable)
  • Excellent knowledge of provider platforms

What's on offer:

  • Starting basic salary of up to c £37, % bonus
  • Flexible working & homeworking available
  • 25 days holiday
  • Full study support inclusive of training courses
  • Pension at 5%


  • DIS X

  • Dental/ health


To be considered for this opportunity, please submit the latest version of your CV and/ or connect with Paul Taylor on LinkedIn.


Job Types:
Full-time, Permanent


Salary:
£32,000.00-£40,000.00 per year


Benefits:


  • Company events
  • Company pension
  • Work from home

Schedule:

  • Flexitime
  • Monday to Friday

Supplemental pay types:

  • Bonus scheme

Work Location:
Hybrid remote in London


Reference ID:
LDN1103A
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