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SalaryMy client is a dynamic and forward-thinking Independent IFA Firm in London, who due to expansion are looking to take on a graduate IFA Administrator who has gained at least 6 months experience in an internship or work placement, working in Wealth Management and looking for a new challenge in an IFA administration role with a highly recognized and well - established, award winning IFA.
You will be supporting the Advisers and Paraplanners in the Company with administration across pensions, investments, IHT, tax and estate planning and protection. The role is varied, and you will be actioning fund switches, dealing with 3rd party providers, illustrations, LOA; s and valuations and preparing client meeting packs. Training will be provided alongside study support.
This is an amazing opportunity for an IFA Administrator who is looking to expand on your knowledge and skills in the industry and the opportunity to work with UHNW client cases. Full study support will be provided and medium to long-term progression. You will be part of a sociable, friendly and dynamic team and happy to be on site in the office so you can learn from senior and more experienced colleagues and build internal relationships.
The Company offers excellent benefits and full study support to help you grow and develop your skills and fully support you to help you achieve your career aspirations. The role would suit a graduate with an internship/placement in Wealth Management. The position is full time in the office to begin with and then will be hybrid.
If you are looking for a new and exciting challenge in Wealth Management, then please do send your CV to Ursula Sloan at Financial Divisions
