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IFA Administrator

Heat Recruitment
Posted 8 hours ago, valid for 6 hours
Location

Kingston Upon Thames, Surrey KT2 7NH

Salary

£35,000 - £42,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • We are seeking a talented administrator to join a well-established independent financial advice practice in South West London.
  • The ideal candidate must be client-focused, organized, and possess excellent attention to detail.
  • Applicants should have a minimum of 2 years' administration or client service experience within the wealth management sector.
  • Strong IT skills are essential, with preference given to those experienced in Intelligent Office and similar platforms.
  • The position offers a highly competitive salary, and while initially office-based, there is an opportunity to work one day from home after probation.

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.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.