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IFA Administrator (Private Clients) - London - Hybrid working - Salary up to 35k + study support

Financial Divisions
Posted a day ago, valid for 19 days
Location

London, Greater London EC1R 0WX

Salary

£50,000 - £60,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • My client is a boutique Independent IFA Firm in London seeking a versatile IFA Administrator due to expansion.
  • The role offers full career progression, support for exams, and opportunities to grow in knowledge and skills.
  • You will assist Advisers with administration related to pensions, investments, and protection while managing client relationships.
  • Candidates must have a minimum of 2 years’ experience in Wealth Management and possess excellent communication skills.
  • This position is hybrid and offers a competitive salary, with the potential for personal and professional development.

My client is a dynamic and forward-thinking, boutique Independent IFA Firm in London, who due to expansion are looking to take on a versatile IFA Administrator who is looking for a new opportunity in Wealth Management. This role will offer full career progression and support you with your exams and help you grow in your knowledge and skills.

You will be supporting Advisers with administration across pensions, investments, and protection. The role is varied, and you will be dealing with 3rd party providers, illustrations, LOA; s and valuations and managing client relationships.

This is an amazing opportunity to work with a very talented and dynamic group of people, who are ambitious and successful. They have a great culture, professional and friendly, and supportive. The role is fully hybrid.

The Company has a great culture and ethos and offers clients fully holistic advice and would love to have an experienced IFA Administrator come on board to be part of their growing team. They can invest in you and support you growing and developing your skills to help you in achieve your career aspirations. You must have excellent communication skills, and a minimum of 2 years’ experience in Wealth Management.

If you are looking for new and exciting challenge in Wealth Management, then please do send your CV to Ursula Sloan at Financial Divisions

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.