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IFA ADMINISTRATOR ( emphasis on Client Relationship Management), London, Hybrid, To £40/45k

IFA ADMINISTRATOR ( emphasis on Client Relationship Management), London, Hybrid, To £40/45k

Financial Divisions

Posted 6 days ago, valid for 5 hours

London, Greater London EC1R 0WX

Full Time

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Sonic Summary

My client, a London-based wealth management firm, is seeking a talented individual to project manage client advice and relationships.
The role is ideal for an experienced IFA Administrator or Junior Paraplanner looking to transition into a client-facing position.
This position offers a competitive salary, along with benefits such as rising pension contributions, holidays, life assurance, and discretionary bonuses.
Candidates should have at least 2 years of relevant experience in financial services, preferably in an administrative or paraplanning role.
The firm promotes a hybrid working model and a collaborative environment, making it a great opportunity for professional growth.

Hybrid working, rising pension, rising holidays, Life assurance, Income Protection, Discretionary Bonus, study support, great sociable environment and more

My Client, a London based wealth management firm are looking for a talented forward-thinking individual to project manage the advice provided by the Adviser to their Client whilst managing and developing relationships to achieve excellence and positive outcomes. Join a very friendly dynamic collaborative team acting as the main point of contact with HNW Clients

Perfect opportunity

** Excellent opportunity for an experienced IFA Administrator or Junior Paraplanner to take on the leading role within the business

** Opportunity to work closely within a pod around the paraplanner and administrator in order to support each Client’s wealth needs

** Enjoy the balance of technical support and client facing work

** Full involvement with managing/developing client relationships/queries, booking meetings, conducting regular service calls with HNW Clients, organising social events, celebrations, special occasions as well as the technical aspects of client withdrawals, increments, managing their finance applications and taking instructions re POA, Will and Trusts.

** Will suit an experienced IFA Administrator/Junior Paraplanner looking to move into a Client facing relationship role without moving into Advice

** Hybrid working and flexible working offered around core hours

For further information, contact Camilla Howden at Financial Divisions.

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IFA ADMINISTRATOR ( emphasis on Client Relationship Management), London, Hybrid, To £40/45k

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