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My client is a dynamic and forward-thinking Independent, Chartered IFA Firm in London, who due to expansion are looking to take on an experienced Senior IFA Administrator who has gained at least 3 + years’ experience working in a senior support role in Wealth Management.
You will be working for a well-established and dynamic team of Advisers, where you will be a pivotal part of team/ Company with end-to end administration across pensions, investments, tax & estate planning, and protection. Dealing with UHNW cases. 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 and preparing client reviews.
This is an amazing opportunity for a Senior IFA Administrator who is looking to expand on your knowledge and skills in the industry and the opportunity to work with UHNW client cases. You will be part of a sociable, friendly and dynamic team, excellent benefits and hybrid working on offer. Please note, you will need to have at least 3 years + IFA administration experience from a Wealth Management background.
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
