1-2+ years' experience within an IFA or financial planning/Wealth Management
Strong attention to detail, numeracy and literacy skills
Understanding of the advice process
Finance AdministratorCentral London12 month fixed term Full-time Office-basedSalary: £30,000-£35,000pa DOE1-2+ years' recent experience within an IFA or financial planning/Wealth Management environment - RequiredWe are recruiting a Finance Administrator on behalf of our client, a well-established (IFA) financial services organisation based in Central London. This role sits within a centralised administration team and will suit someone who enjoys working in a structured, fast-paced office environment and is keen to build a long-term career in financial services.The successful candidate will provide high-quality administrative support to advisers and wider teams, ensuring client records are accurate, compliant and up to date, while delivering a professional and confidential service.Key Responsibilities:
Maintain accurate client records and manage all associated administration
Prepare and submit applications in line with internal procedures and compliance standards
Process fund switches, valuations, LOAs and client review actions
Liaise with product providers, advisers and clients, providing regular progress updates
Support advisers with review preparation and client documentation
Manage workflows, activity lists and contribute to month-end figures
Participate in team meetings and ongoing training
After year one, progress to handling more technical cases and queries
Skills & Experience Required:
2-3+ years' experience within an IFA or financial planning environment.
Understanding of the advice process and exposure to pensions, investments or retirement products
Strong attention to detail, numeracy and literacy skills
Confident using Microsoft Word and Excel (Intelligent Office knowledge advantageous)
Highly organised, discreet and able to work under pressure
Proactive, analytical and keen to develop a career in financial services
What's on Offer:
Clear career progression and increased earning potential
Company benefits and structured training
Sociable, professional and supportive office environment
This is an excellent opportunity for a motivated administrator looking to grow and develop within a reputable financial services business.Click apply below to be considered.
