My client is a well - established and highly successful Wealth Management firm with offices based near Watford in Hertfordshire and are looking to take on a versatile IFA Administrator (Wealth Management)who is looking for a new opportunity in Wealth Management. Company offers flexible core working hours and has fantastic benefits
You will be supporting an Advisor 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, dealing with 3rd party providers, illustrations, LOA; s and valuations and managing client relationships including diary management.
This is an amazing opportunity to work for a highly regarded Adviser , who have an excellent track record in their career. They have a great culture, professional and friendly.
The Company are looking for an experienced IFA Administrator with excellent communication skills and someone who takes pride in their work. You must have a minimum of 2 years' experience as an IFA 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 this IFA Administrator could be the right move for you. Please do send your CV to Sam Negbenebor at Financial Divisions at