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Salary My client is an award-winning independent IFA based in central London who due continuous growth, are looking for an experienced IFA Administrator to join their sociable, friendly, and professional team. They offer fully independent, holistic advice to professionals in London across pensions, investments, protection, IHT, tax and estate planning and all other financial planning advice. My client offers genuine progression and have grown organically year on year.
To be part of this dynamic and talented team, you will need to have gained at least 12months experience working in a support role within Wealth Management, have excellent communication skills and be super organised with great attention to detail and systems orientated. The Company offers full study support and will offer full progression. Whilst you will be joining the team as an IFA Administrator and support Advisers with their clients, across dealing with 3rd party providers, LOA's processing illustrations and valuations, and ensuring documentation is compliant. The role will evolve as you do and will help you continue to enhance skills and knowledge whilst you are working towards your Level 4 diploma and becoming a paraplanner. Interviews are taking place before Christmas and my clients hopes to have you started in January 2024.
This is fantastic company to work for who offer excellent benefits, hybrid working after passing probation and have cultivated a great culture of professionalism and collaboration of working together as a team and having fun too! If you are looking for a company that can support your career aspirations, need a new challenge in Wealth Management and have gained at least 12 months working as an IFA administrator, then please do send your CV to Ursula Sloan at Financial Divisions
