Job description
C&C Search is currently recruiting an IFA Assistant for a dynamic and professional financial services firm based in London. This is an exciting opportunity to join a collaborative and supportive operations team on a 10month FTC within a highly respected organisation. The role offers variety, excellent exposure to the financial advice industry, and great benefits, including hybrid working.
All about the role and company you would be working for!
Position: IFA Assistant, 10 Month Fixed Term Contract
Salary: £30,000 – £35,000 (depending on experience)
Hybrid set up: Full-time office-based in London with the option to work from home one day a week (depending on business needs)
Benefits: Competitive benefits package
What they do: A well-established financial services firm providing bespoke wealth management and financial advice to private clients
Size of company: Medium-sized firm with offices across the UK and Europe
Company culture and what makes them great to work for: This company prides itself on delivering exceptional client service and fostering a collaborative, professional and friendly environment. With a strong focus on teamwork, development and client care, this is an excellent environment for someone looking to grow their career within financial services operations.
Key responsibilities for this IFA Assistant position:
Sophie Siamaki
For this role C&C Search is acting as an employment agency.
At C&C Search, diversity, equity and inclusion are at the core of who we are and how we operate. Our commitment to these values is unwavering - across all our work in recruitment, and in our training and development programmes. C&C Search fosters a culture of inclusion and belonging and has a deep commitment to being a part of creating a fairer society through partnering with clients who are also committed to a seat at the table for everybody. We work with companies that are committed to reflecting our communities, where people can bring their authentic selves to work. We know that having varied perspectives helps generate better ideas, better businesses and better societies. There is much to be done, but together we can achieve equality for all.
All about the role and company you would be working for!
Position: IFA Assistant, 10 Month Fixed Term Contract
Salary: £30,000 – £35,000 (depending on experience)
Hybrid set up: Full-time office-based in London with the option to work from home one day a week (depending on business needs)
Benefits: Competitive benefits package
What they do: A well-established financial services firm providing bespoke wealth management and financial advice to private clients
Size of company: Medium-sized firm with offices across the UK and Europe
Company culture and what makes them great to work for: This company prides itself on delivering exceptional client service and fostering a collaborative, professional and friendly environment. With a strong focus on teamwork, development and client care, this is an excellent environment for someone looking to grow their career within financial services operations.
Key responsibilities for this IFA Assistant position:
- Provide essential support to Partners, Financial Advisers, and Private Client Managers in managing client relationships and new business
- Obtain valuations, performance data and prepare client reports and application packs
- Prepare and process documentation throughout the client journey, including applications, withdrawals, and client onboarding
- Manage and maintain accurate client data
- Liaise with providers and clients to resolve queries via email, phone, and post
- Oversee post, courier arrangements, and general office administration
- Support with office operations including reception duties, meeting room bookings, and supplies management
- Participate in ad hoc projects and data management initiatives
- Minimum 1-2 years’ experience in an IFA administration or within a similar financial services support role
- Ideally you will be immediately available or on short notice
- Ideally you will have strong knowledge of ISAs, GIAs, pensions, offshore bonds, and trusts
- Preferably you will have familiarity with UK financial regulation, GDPR, and Consumer Duty requirements
- Excellent IT skills and ability to adapt to new systems quickly (experience with XPLAN advantageous)
- Highly organised, detail-oriented, and able to manage multiple tasks and deadlines
- Strong interpersonal and communication skills with a client-focused mindset
Sophie Siamaki
For this role C&C Search is acting as an employment agency.
At C&C Search, diversity, equity and inclusion are at the core of who we are and how we operate. Our commitment to these values is unwavering - across all our work in recruitment, and in our training and development programmes. C&C Search fosters a culture of inclusion and belonging and has a deep commitment to being a part of creating a fairer society through partnering with clients who are also committed to a seat at the table for everybody. We work with companies that are committed to reflecting our communities, where people can bring their authentic selves to work. We know that having varied perspectives helps generate better ideas, better businesses and better societies. There is much to be done, but together we can achieve equality for all.
