Adviser support administrator

An exciting new opportunity has arisen for an organised Adviser Support Administrator (IFA Administrator) to work in a busy practice in Central London which is on a growth trajectory over the next 5-10 years. This is a rewarding role with progression and exam support strongly supported - the business has a proven track record of success from promoting from within. Why join? * Progression path available from Adviser Support Administrator to Paraplanner/Adviser * Access to the most up to date technology and systems to promote high quality client experience * Support with study for the R0 Financial Planning exams provided * Opportunity to work with some of the best Advisers in the industry * Full training can be provided * Fridays working from home * Social office with team get togethers The role is to support a small team of Advisers with Adviser Support Administrator duties such as: * Managing the Adviser diaries * Providing high quality client servicing * Liaising with providers and platforms * Managing client information on the back office system * Issuing valuations, LOAs and annual review letters * Policy reviewing * Assisting Paraplanners with reports and client packs * Study for R0 exams to improve technical abilities The ideal candidate will have: * Prior experience working in an Adviser Support Administrator capacity within an IFA, Financial Planning practice or Financial Services firm such as a Provider or Platform * Experience liaising with and supporting Financial Advisers * A start with R0 exams would be advantageous * Enthusiasm about the Financial Planning industry * Excellent phone and email manner If you are interested in the Adviser Support Administrator role, please apply and one of our consultants will be in touch