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IFA Administrator

Posted 7 February by Accountancy Divisions Limited Ended

Ref: US/14864

IFA Administrator


£20 - 25k

I am currently working with a new prestigious Wealth Management firm based in lovely offices in the City.

You will be working with 3 Financial Advisers and their technical team.

Key responsibilities will be providing administrative support to the Advisers and Technical team.

  • Dealing with client queries efficiently

  • Producing letters of authority

  • Processing new business applications

  • Meeting and greeting clients

  • Valuation reports

  • Chasing 3rd party providers for documentation

Ideally you have will gained at least 6-12 months in a Wealth Management firm and looking to progress your career further.

My client offers study support for Financial Diploma.

If this sounds like the ideal role for you, please send your CV to Ursula Sloan at Financial Divisions

Reference: 34415763

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