IFA ADMINISTRATOR (Wealth Management) - Uxbridge - To £35k

Posted 24 April by Financial Divisions
Easy Apply
£30,000 - £35,000 per annum
London , South East England
Permanent, full-time
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Posted by Financial Divisions

Are you an experienced IFA Administrator looking for a local opportunity with an extremely successful and established practice where you can progress your Admin career? Due to their excellent reputation gained over many years of operation they are now looking go strengthen their admin support team.

Opportunity Highlights

** Opportunity to become Team Leader of the Admin team

** Provide support to a very reputable, high billing Adviser

** Admin team supports c 1000 clients across both Private wealth and Businesses
** Advice provided across pensions, investments, tax planning, mortgages, and protection.

** All Clients are HNW, some in excess of £1m in investable assets

** Full holistic planning
** Full involvement with new and existing cases, providing end to end administration, preparing documents for meetings with Advisers, follow up work, withdrawals, transfers .
** Experience of FE Analytics and Intelligent Office advantageous
** Very friendly warm team to be part of

If you are based locally, please email me, Camilla Howden.

Reference: 52525606

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