EXPERIENCED IFA ADMINISTRATOR (wealth management experience required) - Wimbledon -c £35/40k plus...

plus excellent benefits package including study, bonus

As an experienced IFA Administrator, you will be given such a warm welcome to join the Financial Planning team of a well-established boutique Chartered Independent firm based in the heart of Wimbledon where you enjoy providing admin support in all aspects of the financial planning cycle.

Opportunity Highlights

** Amazing opportunity is on offer for an experienced IFA Administrator with 2 years+ relevant experience.

** Excellent opportunity to enjoy the full end to end admin process.

** Responsibilities will range from sending LOAs, working with providers, obtaining illustrations, processing new business, ensuring all supporting documentation is completed, providing portfolio valuations, and ensuring fund switches, rebalances and withdrawals are processes accurately.

** Additionally, you will be responsible for calculating, recording, and reconciling fees, ensuring all action points post meetings get diarised and completed including all post the annual review meeting process.

** This is a very client focussed business dedicated to providing exceptional levels of client service and support.

** Full study support offered for RO exams.

If you are interested in joining this team, please contact Camilla Howden.