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Permanent

Senior IFA Administrator / Team Leader - London/ Hybrid - £45,000 + Excellent Bonus and Be

London
money-bag 40000.00-40000.00 Annual
3109831773
Posted 2 days ago

Hybrid - 2 days per week in LondonIf you''re an experienced IFA Administrator who thrives in a fast-paced, high-performing environment - and you''re ready to step up into a role with more ownership, leadership and technical depth - this is the opportunity you''ve been waiting for.My client is a respected, medium-sized Independent Chartered IFA firm in the heart of London. Known for their integrity, technical excellence and genuinely people-led culture, they provide holistic financial planning to HNW private clients and have been repeatedly recognised as one of the Best Financial Advisers to Work For.They are now seeking a Senior IFA Administrator / Team Leader to play a pivotal role in supporting their advisers and paraplanners, while helping to shape and guide the workflow of a growing admin team.The OpportunityThis is not a standard admin role. You''ll be the senior point of contact within the administration function - ensuring the smooth running of the team, coaching new starters, allocating workflow and acting as the technical "go-to" for complex administrative tasks.You''ll work closely with senior advisers and paraplanners to deliver a seamless, high-quality client experience, taking ownership of:Overseeing workflow allocation and supporting the development of junior team membersProviding advanced technical administration across pensions, investments, ISAs, bonds, trusts and protectionPreparing detailed meeting packs, valuations and suitability review ..... full job details .....

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