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My client is a highly successful and well-established Wealth Management firm (SJP) based in London, currently seeking a versatile IFA Administrator eager for a new opportunity in Wealth Management. The company offers a flexible hybrid working arrangement.
In this role, you will provide technical administrative support to a Partner, handling UHNW (Ultra High Net Worth) and complex cases involving pensions, investments, IHT, estate planning, and protection. The position is dynamic, covering tasks such as fund switches, preparation for annual reviews, liaising with third-party providers, creating illustrations, managing Letters of Authority (LOAs), handling valuations, and overseeing client relationships, including diary management.
This is an exciting opportunity to join a highly regarded Advisor with an impressive career track record. The firm offers a professional yet friendly culture, with a strong social calendar and a collaborative environment. The position is fully hybrid, with the flexibility to work 2-3 days in the office and the rest from home.
The company is seeking an experienced IFA Administrator with strong communication skills and a passion for delivering high-quality work. Candidates should have at least 2 years of experience in Wealth Management as an IFA Administrator and, ideally, be proficient in using various platforms and systems.If you are looking for new and exciting challenge in Wealth Management, then please do send your CV to Sam Negbenebor at Financial Divisions.
