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.
You will be supporting Directors/Advisers with administration across pensions, investments, and protection. The role is varied, and you will be dealing with 3rd party providers, illustrations, LOA; s and valuations, fee reconciliations and onboarding new clients.
The Company offers excellent benefits and will offer support to help you grow and develop your skills and fully support you in achieving your career aspirations. You must have excellent communication skills, an experience working as an Administrator in Financial Planning/Wealth Management.
If you are looking for new and exciting challenge in Wimbledon based in Wealth Management, then please do send your CV to Ursula Sloan at Financial Divisions