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.