IFA Administrator

Posted 16 March by Accountancy Divisions Limited Easy Apply

Ref: US/16318

IFA Administrator

£30 -32k


I’m recruiting for an exciting opportunity based in London working for a Nationwide Wealth Management firm.

You will be supporting a very successful Adviser with all the administration for their HNW clients to include:

  • Onboarding of new clients

  • Letters of Valuations

  • Chasing providers for information

  • Process transfers for DC and DB schemes

  • Liaise with clients regarding any queries

  • Ensure all compliance is adhered to

  • Research all product selection

Candidates must have exposure to Protection, Investments and Pensions and have experience within a Wealth Management firm working as a IFA administrator.

Great working environment and Company offers excellent benefits.

Please do send your CV to Ursula Sloan at Financial Divisions

Reference: 34701896

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