IFA Administrator

Heat Recruitment

Posted 5 days ago, valid for 9 days

Kingston Upon Thames, Surrey KT2 7NH

£35,000 - £42,000 per annum

Full Time

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Sonic Summary

An established independent financial advice practice in South West London is seeking a talented administrator.
The role requires a client-focused individual with excellent attention to detail and organizational skills.
Candidates must have a minimum of 2 years' administration or client service experience in the wealth management sector.
Strong IT skills are necessary, with a preference for experience in Intelligent Office and related platforms.
The position offers a highly competitive salary and the possibility of remote work one day a week after the probation period.

We are looking for a talented administrator to join an established independent financial advice practice in South West London.You will be an integral part of the team and must be client-focused, organised, and have excellent attention to detail. Our client are passionate about delivering an exceptional client experience to their high net worth clients.Applicants must have a minimum of 2 years' administration/ client service experience within the wealth management sector.

You must be a great team player with excellent IT skills, ideally with extensive experience on Intelligent Office and platforms.Our client are offering a highly competitive salary. Initially you will be office based with the opportunity to work one day from home after probation.

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