My client is a dynamic and forward-thinking Independent, IFA Firm in London, who due to expansion are looking to take on a versatile IFA Administrator who is looking for a new opportunity in Wealth Management. The role sits within a Top Accountancy practice who have a very successful Wealth Management division.
You will be supporting a team of highly successful Advisers with technical IFA administration across pensions, investments, tax planning, and protection. The role is varied, and you will be dealing with 3rd party providers, illustrations, LOA; s fund switches and valuations and managing client relationships.
This is an amazing opportunity to work with a very talented and dynamic group of people, who are ambitious and successful. They have a great culture, professional and friendly, and offer excellent benefits. The role is fully hybrid, and team working work 3 days in the office and 2 days WFH.
You must have excellent communication skills, and a minimum of 1 years’ experience in Wealth Management. This is a fantastic opportunity for someone who loves being in a technical support role within Wealth Management and the company will provide ongoing support and progression to help you achieve your career goals.
If you are looking for new and exciting challenge in technical IFA Administration in Wealth Management, then please do send your CV to Ursula Sloan at Financial Divisions
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