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Senior IFA Administrator

Posted 1 February by Accountancy Divisions Limited Easy Apply Ended

Ref: US/12952

Senior IFA Administrator


Salary £30 - 36k

My client based in the City requires a Senior IFA Administrator to join there boutique Chartered Wealth Management business.

You will be responsible for:

  • Assisting with Auto-Enrolment contributions

  • Update documents such as client agreements and suitability reports

  • Registering advisers with product providers and dealing with any agency enquiries

  • Organising investment committee meetings where the pensions and investments team consider new product providers and products

  • Organise quarterly board meetings as well as writing the agenda and minute taking

  • Reconciling all fees and invoices paid to the business

This is a highly varied and fast paced role with a prestigious Wealth Management Firm.

The ideal candidate will have gained experience in the Financial Services industry, have excellent communication skills and be degree educated or equivalent.

Excellent salary and benefits including an annual 5* all expenses paid Company holiday.

Please send your CV ASAP to Ursula Sloan

Reference: 34376121

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