Due to growth, our client, a vibrant and progressive independent investment advisory firm in London, is seeking an experienced IFA Administrator with a minimum of two years of wealth management experience.
You will be assisting the company’s advisors with administration related to pensions, investments, IHT, tax, and estate planning and protection while working for a reputable and dynamic IFA. You will handle fund swaps, third-party provider interactions, illustrations, LOAs, valuations, and client meeting packs as part of this complex work.
Study assistance will be given in addition to training for this role.
For an IFA Administrator who wants to work with UHNW client situations and broaden their industry knowledge and skill set, this is a fantastic opportunity. There will be medium to long-term progression and complete study assistance. You’ll work with an outgoing, cordial, and enthusiastic group of people.
The company provides full study support, great benefits, and all the assistance you need to grow professionally and enhance your abilities. An experienced IFA Administrator seeking a fresh challenge in wealth management with a respectable company would be a good fit for the post
If you are looking for a new and exciting challenge in Wealth Management, this IFA Administrator position could be perfect! Please do send your CV to Sam Negbenebor at Financial Divisions.