Are you a charismatic and organised financial services professional looking for your next opportunity? Do you view yourself as adaptable and self-motivated? Perhaps you excel at effectively managing your own and other people’s time? If this sounds like you, then I’ve got just the role you’re looking for.

Recruit UK are working on an excellent opportunity for a PA / IFA Administrator in the City of London to join a boutique, Chartered IFA.

This firm provides bespoke and holistic independent advice to UHNW clients and have been awarded Chartered Financial Planner status: the industry gold standard. Experiencing a continued period of success, they are looking to bring someone into the team who prides themselves on their administrative excellence, time management, ability to build and maintain strong relationships and adapt to changing circumstances.

Not only are this company in the Top 100 UK IFA list, but their employees are huge advocates of the business, voting for them to win an industry award for the best company to work for. Don’t miss out on this opportunity to join a happy team, where you too can be passionate about where you work.

What’s in it for you?

• Work at a Top 100 UK IFA with Chartered Financial Planner status
• Firm voted the best to work for by its employees. (Love where you work!)
• Collaborative team environment
• Fantastic professional development opportunities
• Generous benefits package, including private medical and health insurance
• Salary: circa £25,000

Skills and experience required:

• Strong educational background to at least A-Levels
• At least 1 years’ experience as an Office Assistant, PA or IFA Administrator
• Experience in an IFA setting (Desirable)
• Familiarity with the firm’s software / systems: Intelligent Office and Volume (Desirable)
• A high degree of competency in Microsoft Office packages (Outlook, Word and Excel)
• Excellent written and verbal communication skills
• The ability to demonstrate client focus and excellent customer service
• Confident and articulate communicator with an enthusiastic and proactive manner
• Ability to organise and prioritise, with a keen attention to detail
• Works well under pressure and can adapt in line with day-to-day priorities