My client is a dynamic and forward-thinking Independent IFA Firm in Wimbledon who due to expansion are looking to take on a graduate IFA Administrator who has gained an internship/work experience in Wealth Management.
You will be supporting the Advisers and Paraplanners in the Company with administration across pensions, investments, and protection.
Are you an experienced IFA Administrator looking for your next opportunity where you are valued, highly rewarded for your hard work and provided with the opportunity to develop your career even further?My Client is a highly respected and well-established wealth management firm based in newly refurbished offices based in the City who due to promoting their current Administrator into Paraplanning, are looking for a new experienced IFA Administrator.
And excellent benefits package including Bonus, 25 days annual leave (plus Bank Holidays and three-day Christmas closure) DIS, good pension, Private Medical, Income Protection, Employee Share Scheme
Opportunity Highlights
Be part of a growing dynamic team of professionals all striving to provide a first-class service to their Clients.
The ideal candidate will have at least a year of experience in a Financial Services Admin position and will provide support to the firm's advisors.
Our client, a leading Chartered and Accredited Independent Financial Planning Firm based in Wimbledon, are currently looking to recruit an experienced Administrator to join their growing team.
We are currently recruiting for a highly regarded Financial Planning practice based in Wimbledon who are looking for an IFA administrator to join their team.
Must have previous experience working for a Financial Planning practice.
This is a key role in the Financial Planning process and they require a confident and professional individual who is comfortable dealing with client queries and general assistance.
Elevate your career in the legal compliance sector by joining a leading firm as a Client Onboarding Specialist.
The successful candidate will play a crucial part in fortifying the firm's reputation for excellence in compliance and client relations.
This pivotal role centres around the meticulous management of client onboarding processes, with a spotlight on client due diligence (CDD) and anti-money laundering (AML) protocols.
Requirements: Our client is looking for administration experience ideally from within an IFA business, but has also previously hired people with backgrounds in life/protection product support as well as pensions
Role Snapshot: Client meeting preparation & follow-up, process new business, liaising with Providers, Insurance Companies & Solicitors
Office/WFH: 3 days office 2 days WFH after training
My client is a boutique Chartered IFA in Wimbledon, who due to expansion are looking to take on a versatile IFA Administrator to join their friendly and professional team.
Company offers a hybrid working pattern.
If you are looking for a local opportunity, this is a fantastic opportunity to work for a great Company that has an excellent reputation for service and quality.
Role Snapshot: Working on 1st/2nd level reviews of AML transactional/sanction reports, undertaking & progressing KYC referrals, assisting with fraud & money laundering investigations
Requirements: Recent compliance/financial crime/AML experience within Financial Services/Banking
Office/WFH: Office based 1 day per week, the rest is WFH once training completed