SonicJobs Logo
Left arrow iconBack to search

Senior IFA Administrator, London, Hybrid working, up to £38,000 - £42,000

Financial Divisions
Posted 18 days ago, valid for a month
Location

London, Greater London EC1R 0WX

Salary

£50,000 - £60,000 per annum

info
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
  • Our client, a growing Independent Investment Advisory Firm in London, is looking for a Senior IFA Administrator with at least two years of experience in wealth management.
  • The role involves assisting directors and advisers with administration related to investments, protection, and pensions, as well as managing client relationships and third-party providers.
  • This position offers a fully hybrid work model after the probation period, allowing for 2 to 3 days in the office and the rest working from home.
  • The firm promotes a professional and welcoming atmosphere, complemented by a vibrant social schedule and excellent benefits, including comprehensive study support.
  • The salary for this role is competitive, and candidates should be proficient with various platforms and systems relevant to wealth management.

Due to growth, our client, an established and forward-thinking Independent Investment Advisory Firm in London, is seeking a versatile Senior IFA Administrator seeking a new opportunity in Wealth Management.

You will help directors and advisers with administration related to investments, protection, and pensions. You will handle third-party providers, illustrations, LOAs, valuations, and client relationships in this complex profession. Working with a small but incredibly brilliant, driven, and successful group of individuals this is an incredible opportunity. They have a fantastic, professional, and welcoming atmosphere, as well as a packed social schedule all year long with top-notch benefits.

The role is fully hybrid, once completed probation and can go to 2/3 days in office and WFH.

In order to completely support you in reaching your career goals and to help you grow and develop your abilities, the company offers outstanding perks and comprehensive study support. In addition to having at least two years of experience as an administrator in wealth management, you should ideally be proficient with a variety of platforms and systems.

If this role sounds of interest, please contact Sam Negbenebor 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.