IFA Administrator Circa

Position: IFA Administrator Circa £30,000- £35,000 depending on experience
CALLING ALL SJP EXPERIENCED ADMINISTRATORS! I’m currently recruiting for an exciting opportunity with an established and growing St. James’s Place Chartered Partner Practice in Milton Keynes. They are looking for an experienced SJP Administrator / IFA Administrator to join their growing team. Approximately 30 hours per week Office-based initially Excellent progression into Paraplanning The role will involve supporting a team of Financial Advisers with:
• New business processing
• Ongoing client administration
• Client communication and engagement
• Adviser support
• Financial planning administration
• General business administration They are particularly interested in candidates with previous SJP experience, although strong IFA/Wealth Management administration experience will also be considered. What makes this opportunity particularly interesting is the career progression. The firm is happy to support professional development and CII qualifications, with the potential for the position to develop into a hybrid IFA Administrator/Paraplanner role over time.

If you're an experienced SJP Administrator considering your next move, or you know someone who might be suitable, please get in touch for a confidential conversation. Samantha – Financial Divisions