IFA Administrator/Relationship Manager - London - £30,000 -£38,000 + bonus

  • Financial Divisions
  • Dec 02, 2022
Full time Banking

Job Description

A well established and professional Wealth Management Firm are currently recruiting for an IFA Administrator to join their team in London. They are a well-established and dynamic IFA firm in the city and provide advice to UHNW City professionals, across pensions, investments, protection, IHT, and estate planning.

You will be supporting Advisers and Paraplanners with the day-to-day administration of the Business including on-boarding process for clients, letters of valuations and chasing outstanding information, working across pensions, investments, and protection, and writing suitability reports across these areas. They work in a collaborative and transparent environment where every opinion matters, and hard work is rewarded!

If you are looking to grow and develop your skills, this is an amazing opportunity with a great Company, dynamic and sociable team, and amazing offices to work in. They will offer full study support and help you in your career to achieve your goals.

Company offers full progression and study support and support you to developing your skills towards transitioning into a Paraplanner role at a point in the future.

The ideal candidate will have already gained 6 months in the Wealth Management industry or be more experienced and now looking for a progressive and challenging role. Full study support and progression provided.

Please do send your CV to Ursula Sloan at Financial Divisions.