IFA Administrator - Exciting Opportunity with Hybrid Working
Are you an ambitious IFA Administrator looking for a fresh, exciting challenge in a forward-thinking and highly ethical Independent, Chartered IFA firm? If you’re ready to take your career to the next level and work with UHNW clients, this could be the perfect opportunity for you!
My client, a well-established and innovative IFA firm based in London, is expanding and looking to bring on a talented IFA Administrator to support their team. With at least 18 months of experience in the industry, you'll be ready to take on a dynamic and varied role where no two days are the same.
What’s in it for you?
- Unmatched Career Progression: Full study support and training to help you expand your skills and knowledge, with opportunities for medium- to long-term progression.
- Exciting Work: Work across a range of areas, including pensions, investments, IHT, tax planning, estate planning, and protection, and gain experience managing UHNW client cases.
- Flexible Working: Hybrid working for the perfect balance between office collaboration and home flexibility.
- A Vibrant Team: Be part of a supportive, friendly, and highly motivated team that thrives on success, recognition, and a strong company culture.
- Comprehensive Benefits: A great benefits package, including study support, to help you grow both professionally and personally.
What will you be doing?
- Managing fund switches and dealing with third-party providers
- Handling illustrations, LOAs, valuations, and preparing client meeting packs
- Supporting the Advisers and Paraplanners with day-to-day admin tasks
- Gaining valuable experience on UHNW client cases
This is your chance to join a growing, reputable firm that truly invests in your career development. If you’re ready to take on an exciting new role in Wealth Management and be supported every step of the way, this is the opportunity for you!
If you want to be part of an innovative, fast-paced firm that values your growth, send your CV to Laura at Financial Divisions