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Are you an experienced Financial Administrator looking for your next exciting career move?
An exceptional opportunity has arisen with a dynamic, forward-thinking Independent, Chartered IFA firm based in London. As they expand, they’re seeking a passionate and driven Financial Administrator with at least 18 months of experience to join their talented team.
This is not just any administration role; it’s a chance to work alongside a dedicated group of professionals who truly value ethical practices and career development. As a Financial Administrator, you will support the Advisers and Paraplanners across a broad range of financial services, including pensions, investments, inheritance tax planning, estate planning, and protection.
Key responsibilities of the Financial Administrator role include:
- Actioning fund switches and liaising with third-party providers
- Preparing client meeting packs and managing LOAs, illustrations, and valuations
- Supporting with tax and IHT matters
What’s in it for you?
- An exciting and varied role, giving you exposure to UHNW client cases
- Full study support to enhance your qualifications
- A clear progression path for career development
- A sociable, supportive, and energetic team environment
- Excellent company benefits and hybrid working
This is your chance to make a real impact as a Financial Administrator in a highly regarded firm that actively promotes personal and professional growth.
If you’re ready to elevate your career in Wealth Management, apply today by sending your CV to Laura McKendry at Financial Divisions
Take the next step in your professional journey with a company that values your expertise and ambitions.
