My client is a dynamic and forward-thinking Independent, Chartered IFA Firm in London, who due to expansion are looking to take on an IFA Administrator who has gained at least 6- 12 months experience either in an internship or work placement during university or you have gained experience working as an IFA Administrator and looking for a new and exciting challenge with a Company that can offer support and progression to help you achieve your career goals.
Working for a well-established and dynamic IFA, you will be supporting the Advisers and Paraplanners in the Company with administration across pensions, investments, IHT, tax and estate planning and protection. The role is varied, and you will be actioning fund switches, dealing with 3rd party providers, illustrations, LOA; s and valuations and preparing client meeting packs. Training will be provided alongside study support.
This is an amazing opportunity for an IFA Administrator who is looking to expand on your knowledge and skills in the industry and the opportunity to work with UHNW client cases. Full study support will be provided and medium to long-term progression. You will be part of a sociable, friendly and dynamic team.
The Company offers excellent benefits and full study support to help you grow and develop your skills and knowledge. The role would suit and IFA Administrator with approximately 6-12 months’ experience and looking for their next role within Wealth Management with a reputable Company.
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.