IFA Administrator (SJP) - London - Salary up to £35k + study support
My client is a dynamic and successful SJP Firm in London, who due to expansion are looking to take on an IFA Administrator who has gained at least 12 months experience working in Wealth Management and looking for a new challenge in an IFA administration role with a fantastic SJP Practice in London. The role will be offered on a hybrid basis with 2 days in the office and 3 days from home.
You will be supporting the Partner in the Company with administration across pensions, investments, and protection. The role is varied, and you will be dealing with 3rd party providers, processing illustrations, LOA; s and valuations and preparing client meeting packs.
This is an amazing opportunity for an IFA Administrator who is looking to work for a great practice that truly supports their staff and offers excellent work/life balance. You must have excellent communication skills, demonstrate an empathetic and professional manner when dealing with clients.
The role would suit an IFA Administrator with 12 months plus experience within Financial Planning, and have some knowledge of pensions, investments, and protection.
If you are looking for a new IFA Administrator/Business support role in Wealth Management, then please do send your CV to Ursula Sloan at Financial Divisions
Reference: 52394317
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