IFA Administrator

Search Consultancy
07 Sep 2017
21 Sep 2017
Contract Type

My client, a very well respected wealth management firm, are currently seeking a Financial Services Administrator to join their London Office.

Competitive basic salary and benefits.

You will be required to Request and obtain all necessary information and undertake financial analysis to enable financial reports to be produced for the Adviser.

Undertake research to allow the Technical Adviser and Adviser to identify suitable solutions to meet the client's needs.

Prepare information/comparisons for analysis by the Technical Adviser and Adviser.

Request and obtain application forms and other associated paperwork.

Ensure appropriate data is accurately recorded on Company back-office system(s) and updated in line with Company procedures.

On-going servicing of clients as and when required.

Key Competencies:

Understanding of the Financial Planning/Corporate Advice process, where appropriate.

Ability to work within defined business processes and to achieve agreed outcomes without supervision.

Ability to multi-task and to prioritise and plan own workload.

An assertive "can do" approach to dealing with product providers and fund management groups.

Strong IT skills.

Good communication skills.


Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.