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

Award-Winning FirmAre 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 RoleYour responsibilities will include:Managing inbound adviser and client queries Ownership of Annual Review production, including plan updatesBasic cashflow modelling using VoyantCollating data and checking complex cost disclosuresSupporting pension/ISA top-ups and plan maintenanceInvestment administration: rebalancing, fee approvals, fund instructions, quarterly reportingSupporting unallocated fee resolutionResponsibility for adviser and client diary managementLOA''s and dealing with 3rd party providersThis is a role that will evolve over time, ideal for someone who enjoys variety, responsibility and continuous development.About You12+ months IFA administration experienceWorking towards the Diploma in Regulated Financial Planning (1-2 exams completed advantageous)Strong communication skills and a confident telephone mannerExperience with Word, Excel, OutlookIntelligent Office Exposure to cashflow tools or Analytics portfolio builder desirableWhy 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 ..... full job details .....