IFA Administrator
London Hybrid Up to £45,000 + Bonus + BenefitsAn established financial planning firm is looking for an experienced Senior Client Account Manager to join its London team.This is a senior, hands-on role for someone who has strong IFA administration experience, excellent organisation skills and the confidence to support both advisers and a small team.You will work closely with senior financial advisers, supporting their client relationships and making sure the day-to-day administration, client communication and follow-through are handled to a high standard.You will also help lead a small team of Client Account Managers / Administrators, setting the standard for quality, accuracy and client service. What''s on offer?Salary up to £45,000, depending on experienceDiscretionary annual bonusHybrid working, typically 2-3 days per week in the London officeStrong employer pension contributionPrivate medical insuranceIncome protectionDeath-in-service cover25 days'' holiday plus bank holidays, with the option to buy moreThe RoleThis is a "player-coach" position. You will still be involved in the work yourself, but you will also support, guide and develop the people around you.You will be responsible for:Providing senior administrative support to two financial advisers and their clientsManaging pre- and post-sales administrationBuilding strong relationships with clients and keeping them updated throughout the advice processTaking ownership of more complex or sensitive casesSupporting a ..... full job details .....
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