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My client is a dynamic and forward-thinking Partner practice of SJP in London and the Southeast. Due to continued expansion, they are looking to take on a versatile Senior IFA Administrator who is looking for a new opportunity in Wealth Management and has previous experience working within in a SJP Partner practice. The role is offered on a hybrid basis with 3 days in the office and 2 days WFH as well as a fully remote option.
You will be supporting a team of highly successful and dynamic Partners with technical IFA administration across pensions, investments, tax planning, and protection. The role is varied, and you will be dealing with 3rd party providers, illustrations, LOA; s fund switches 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 offer excellent benefits.
You must have excellent communication skills, and a minimum of 2 years’ experience in Wealth Management, some of your experience gained with SJP will be advantageous. This is a fantastic opportunity for someone who loves being in a technical support role within Wealth Management and the company will provide ongoing support and progression to help you achieve your career goals.
If you are looking for new and exciting challenge in technical IFA Administration in a SJP Partner practice in Wealth Management, with hybrid and remote opportunities then please do send your CV to Ursula Sloan at Financial Divisions
