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Due to growth, our client, a well-established, boutique, and forward-thinking Independent Investment Advisory Firm in London, is seeking a versatile Senior IFA Administrator seeking a new opportunity in the wealth management industry.
The Role: Senior Financial Administrator
To provide first class administration to the client services team
Assisting the firm deliver high quality, independent advice to clients
preparing client valuations each month
Conducting annual and half yearly reviews
As a Senior Financial Administrator, you will assist directors and advisers with administration related to investments, protection, and pensions. You will be handling third-party providers, illustrations, LOAs, valuations, and client relationshipsWorking with a small, accomplished, and incredibly talented group of individuals is an incredible opportunity. They have a fantastic, professional, and amiable atmosphere, as well as a packed social schedule all year long and top-notch benefits. The position is entirely hybrid once trained and confident in the role. You will be organised, flexible, have good communication skills with the ability to work under pressure.
If you are looking for a new role, then please do send your CV for this Senior Financial Administrator to Sam Negbenebor at Financial Divisions
