SonicJobs Logo
Left arrow iconBack to search

IFA Administrator (Wealth Management) - London - up to £26k + study support

Financial Divisions
Posted 3 days ago, valid for 8 days
Location

London, Greater London EC1R 0WX

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

info
  • My client, an Independent Chartered IFA Firm in London, is seeking a graduate with IFA Admin internship experience for a Client Services/Administrator role.
  • The position offers full training and support while working alongside Advisers and Paraplanners in areas such as pensions, investments, and tax planning.
  • Candidates must possess excellent communication skills and be team-oriented, as the role is entry-level and focuses on gaining knowledge in the Wealth Management industry.
  • The firm provides opportunities for professional growth and development, making it an ideal opportunity for those looking to advance in Financial Planning.
  • The salary for this position is competitive, and candidates should have some exposure to the Financial Services 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 successful candidate must have gained exposure in a Wealth Management environment.

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

Apply now in a few quick clicks

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.