WEALTH MANAGEMENT ADMINISTRATOR - Central London-To £32/33k , great benefits package includes plus..

Posted 27 March by Financial Divisions
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plus hybrid working, personal development plan, season ticket loan, study support, career progression.

My Client is looking to offer this new opportunity to an experienced IFA Administrator with a minimum of 12 months relevant wealth management experience to join a vibrant, productive team within their London Office. Supporting a team of high billing Advisers, you will be part of a likeminded team of professionals with the opportunity to develop your skills further towards paraplanning.

Opportunity Highlights

** Working closely with HNW Clients

** Be part of an energetic, productive team of professionals

** Opportunity to build a strong social network.

** Will suit either a Career Administrator or a Graduate with c 12 months IFA Admin experience.

** Varied role which will develop as you settle to encompass processing new Business, maintaining compliance, fund switches , valuations, provider liaison, diary management, organising and attending client meetings, managing ongoing client review process.

** Full study support on offer for RO exams if required.

** Opportunity to start writing suitability letters with exposure to technical queries.

** Full structured mentoring and learning programmes for all staff.

If you would like to discuss this opportunity in more detail, contact Camilla Howden.

Reference: 52390204

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