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IFA Administrator (Wealth Management) - London - Salary up to £28k + study support

Financial Divisions
Posted 8 days ago, valid for 10 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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  • A London-based Independent, Chartered IFA Firm is seeking a graduate for a Client Services/Administrator role due to expansion.
  • Candidates should have IFA Admin internship experience and excellent communication skills.
  • The position involves supporting Advisers and Paraplanners with administration related to pensions, investments, tax, and estate planning.
  • Full training and study support will be provided, with opportunities for medium to long-term progression.
  • Salary details were not specified, but the role is aimed at entry-level candidates with a focus on developing skills in the Wealth Management industry.

My client is a dynamic and forward-thinking Independent, Chartered IFA Firm in London, who due to expansion are looking to take on a graduate with IFA Admin internship experience gained whilst studying. The role is being offered as a graduate Client Services/Administrator and you will be offered full training and be a part of their professional and friendly team.

You will be supporting the Advisers and Paraplanners in the Company with administration across pensions, investments, tax and estate planning and protection. The role is varied, and full training will be provided alongside study support. You must have excellent communication skills, be a great team player and willing to start in an entry level role.

This is an amazing opportunity for an entry level IFA Administrator who is looking to gain knowledge and skills in the Wealth Management industry. Full training and mentoring will be provided and medium to long-term progression.

The Company offers full support to help you grow and develop your skills and support you to achieve your career aspirations. The role would suit a graduate who has exposure to the Financial Services industry and is looking to gain more experience within Financial Planning.

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

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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.