IFA ADMINISTRATOR (varied wealth management role) - South London - To c £40k

Posted 2 May by Financial Divisions
Easy Apply
£35,000 - £40,000 per annum
London , South East England
Permanent, full-time

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Posted by Financial Divisions

Exciting opportunity alert! A boutique independent firm in Wimbledon is looking for an Experienced IFA Administrator to join their established Financial Planning team. With a hybrid working pattern and a salary of up to £40k, this role offers a fantastic benefits package including study support and a bonus.

Responsibilities will include working with providers, processing new business, providing portfolio valuations, and ensuring fund switches, rebalances, and withdrawals are processed accurately. You'll also 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.

If you have at least 2 years' experience in an IFA background and are looking to progress your skillset, this is the perfect opportunity for you. Contact Camilla Howden for further information. Don't miss out!

Reference: 52577107

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