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