IFA Administrator with 1 years' experience - Chartered IFA firm - West End Offices (Central London) - Hybrid working after onboarding and training
My client are an award winning Chartered independent wealth planning firm in Central London who I have met and placed 15+ staff with over the past 3 years. They have beautiful offices and offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across London and Southeast. They have over 1000 clients in their current setup with cases ranging from £100k - £10m to invest. The advisers offer advice on pensions, investments, tax planning, estate planning, retirement planning, cashflow modelling, protections (both personal and business), esoteric investment schemes as well as having a separate mortgage department.
The Advisers are supported by a highly experienced team of pooled Administrators & Paraplanners of which I have placed 20+ members of them over the past 5 years. They are pushing the business forward in a positive fashion following a recent acquisition and some senior hires within the business who are making many positive changes to the business. The Managing Director is creating a brand new role for a Financial Administrator with at least 1 year of relevant industry experience (working in an IFA Admin/Financial Planning Admin role). You will be conducting end to end administration in a pooled team of likeminded people. If you have knowl...