IFA Administrator - London - Salary up to £30k + bonus
An Award winning, boutique independent Wealth Management Firm are looking for an IFA Administrator to join their friendly and sociable team. The position has become available due to expansion and growth.
The role will offer clear progression route to a Paraplanner so a great opportunity for someone who is working towards their diploma qualification and would like to transition to a Paraplanner.
My client is looking for a Graduate or equivalent, with 2 years’ experience within Wealth Management, working as an IFA Administrator. You will be supporting the Advisers and Paraplanners with LOA’s, valuations, portfolio valuations, fund switches, dealing with 3rd party providers and on-boarding new clients.
They are a fantastic Company to work for, will provide you with full study support and progression. They also offer generous benefits and have a great company culture that supports and rewards staff.
They are looking to interview experienced IFA Administrators with immediate effect so if you are looking for a new role within Wealth Management, have IFA Administration experience and enjoys dealing with people and building relationships then please do send your CV ASAP to Ursula Sloan at Financial Divisions
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