Senior IFA Operations Administrator - London - Hybrid working - Salary up to £38k 42k

My client is a dynamic, boutique and forward-thinking Independent, IFA Firm in London, who due to expansion are looking to take on a versatile Senior IFA Administrator who is looking for a new opportunity in Wealth Management. Company offers a hybrid working pattern.

You will be supporting Directors/Advisers with administration at a technical level, dealing with UHNW and complex cases across pensions, investments, IHT, estate planning, and protection. The role is varied, and you will be dealing with fund switches, preparation of annual reviews, deawling with 3rd party providers, illustrations, LOA; s and valuations and managing client relationships including diary management.

This is an amazing opportunity to work with a very talented and dynamic group of people, who are have an excellent reputation and well=-established and successful in the industry. They have a great culture, professional and friendly, with a busy social calendar over the year and offer excellent benefits. The role is fully hybrid, once completed probation and can go to 2/3 days in office and WFH.

The Company offers excellent benefits and are looking for someone who is passionate about what they do and takes pride in their work. You must have excellent communication skills, and a minimum of 2 years’ experience as Administrator in Wealth Management and ideally be knowledgeable of using various platforms and systems.

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