My client is a boutique Independent IFA Firm in London, who due to expansion are looking to take on an experienced Senior IFA Administrator who has gained at least 3 + years’ experience working in a senior support role in Wealth Management.
You will be working with a well-established team of Advisers, where you will play a pivotal part of team/ Company with end-to-end administration across pensions, investments, tax & estate planning, and protection. The role is varied, and you will be processing fund switches, valuations, illustrations, and preparing client meeting packs and client annual reviews.
This is an amazing opportunity for a Senior IFA Administrator who is looking utilise your knowledge and expertise in the industry and be the "go to" person for the day-to-day operations of a small business. You will be part of a sociable, friendly and dynamic team, excellent benefits and hybrid working on offer.
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