Adviser Support - Independent Chartered IFA - London - £30,000-£35,000

Award-Winning Firm

Are you an ambitious IFA Administrator looking for your next step?

This highly respected Chartered Financial Planning firm, known for its market-leading brand and exceptional client care is expanding its Client Services function and seeking a motivated individual ready to grow.

The Role

Your responsibilities will include:

• Managing inbound adviser and client queries
• Ownership of Annual Review production, including plan updates
• Basic cashflow modelling using Voyant
• Collating data and checking complex cost disclosures
• Supporting pension/ISA top-ups and plan maintenance
• Investment administration: rebalancing, fee approvals, fund instructions, quarterly reporting
• Supporting unallocated fee resolution
• Responsibility for adviser and client diary management
• LOA's & dealing with 3rd party providers

This is a role that will evolve over time, ideal for someone who enjoys variety, responsibility and continuous development.

About You

• 12+ months IFA administration experience
• Working towards the Diploma in Regulated Financial Planning (1-2 exams completed advantageous)
• Strong communication skills and a confident telephone manner
• Experience with Word, Excel, Outlook
• Intelligent Office
• Exposure to cashflow tools or Analytics portfolio builder desirable

Why Apply?

You'll join an award-winning, supportive firm that invests heavily in training, mentoring and long-term career development. This is a genuine opportunity to progress toward paraplanning, advisory or senior client management pathways.

Please send your CV to Ursula at Financial Divisions