We are looking for a dedicated IFA Administrator to join our team, providing technical support and report writing services for client work in financial planning and advisory.
One of the best Asset Managers in the UK is hiring a IFA Administrator.
Day-to-day of the role
Collaborate with Financial Planners, Advisers, and colleagues to provide technical support and report writing services.
Job Description: They are seeking a highly competent and experienced Financial Services Administrator to support their team of financial advisors.
About Us: Join our Client, a leading wealth management firm located in the heart of London.
With a commitment to delivering bespoke financial planning and investment solutions, they serve a sophisticated client base and are dedicated to upholding the highest standards of service and professional integrity.
We are looking for a talented candidate administrator to join a growing and successful wealth management practice in Central London.
Applicants must have a minimum of 5 years' administration/ client service experience within the wealth management sector.
The successful applicant must be organised, have excellent attention to detail and be passionate about helping to deliver an exceptional client experience.
Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK they are the market leader in the industry and have been supporting their clients for over 30 years with their financial planning and investment needs.
This is an award winning financial planning and investment company that has an excellent reputation within the industry.
My client is a dynamic and forward-thinking Independent, IFA Firm in London, who due to expansion are looking to take on a versatile IFA Administrator who is looking for a new opportunity in Wealth Management.
You will be supporting a director with administration across pensions, investments, and protection.
This role will offer full career progression and support you with your exams and help you grow in your knowledge and skills.
We are currently recruiting for a highly regarded Wealth Management company in London who are looking to recruit an IFA Administrator on a Part Time basis 20-25 hours a week.
Purpose of role
To provide exceptional quality PA and general administrative support to the Private Client Director of a busy team.
Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK they are the market leader in the industry and have been supporting their clients for over 30 years with their financial planning and investment needs.
This is an award winning financial planning and investment company that has an excellent reputation within the industry.
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.