IFA Administrator (Progression to Financial Adviser)

£30,000 - £36,000 + Funded Qualifications + 33 Days Holiday + Hybrid (3 days in Office) + Stable Company + Parking + Flexible Hours

Hillingdon

Are you an IFA Administrator looking to join a well-established IFA which will offer you career progression to Financial Adviser, funded qualifications, hybrid working and excellent work life balance?

On offer is the opportunity to join a client focused financial advisers who pride themselves on their bespoke approach to financial advice. They are known for nurturing their employees, offering structured development plans and excellent staff retention.

Your role will involve supporting the advisers with all administrative duties including preparing client documentation, processing new business, liaising with providers and maintaining accurate client records. You will work closely with the advisory team, gaining exposure to client meetings and technical work as part of a clear progression pathway toward becoming a Financial Adviser. Full support and funding toward Level 4 Diploma qualifications will be provided.

This role would suit an IFA Administrator looking to build a long-term career as a Financial Adviser within a company that is invested in their employees’ development and well-being. They will offer you 2 days a week WFH, flexible hours and 33 days holiday, alongside funded professional qualifications.

The Role
* IFA administration duties
* Preparing client documentation and processing new business
* Supporting advisers and assisting with client servicing
* 9am-5pm Monday-Friday

The Person
* Experience working in an IFA Administrator or Financial Services Administrator role
* Ambition to progress into a Financial Adviser role
* Looking for long-term development and work life balance

Reference Number: BBBH24038

Key words: IFA Administrator, Financial Services Administrator, Wealth Management, Level 4 Diploma, Financial Adviser, Hillingdon, Uxbridge.

If you are interested in this role, click ’apply now’ to forward an up-to-date copy of your CV.

We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered remuneration will be dependent on the extent of your experience, qualifications, and skill set.

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