IFA Administrator - London - Hybrid working - Salary up to £35k + study support

Posted 21 June by Financial Divisions
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My client is a dynamic and forward-thinking Independent, Chartered IFA Firm in London, who due to expansion are looking to take on an experienced IFA Administrator who has gained at least 6 months experience working in Wealth Management.

You will be working for a well-established and dynamic IFA, where you will be supporting the Advisers and Paraplanners in the Company with administration across pensions, investments, IHT, tax and estate planning and protection. The role is varied, and you will be actioning fund switches, dealing with 3rd party providers, illustrations, LOA; s and valuations and preparing client meeting packs and preparing client meeting packs/annual reviews.

This is an amazing opportunity for an IFA Administrator who is looking to expand on your knowledge and skills in the industry and the opportunity to work with UHNW client cases. Full study support will be provided and medium to long-term progression. You will be part of a sociable, friendly and dynamic team.

If you are looking for a new and exciting challenge in Wealth Management, then please do send your CV to Ursula Sloan at Financial Divisions.

Reference: 52929375

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