Description

Our client is seeking an experienced IFA Administrator to join their team.

As an IFA Administrator, you will be closely supporting their Wealth Managers and Financial Advisors to ensure clients receive an efficient and effective service. Typically, your duties will include preparing documentation; writing letters to clients; organising meetings; processing cases; chasing providers and third parties; keeping clients informed throughout the process. This role could also include elements of paraplanning duties, depending on the successful individual.

Full duties to be discussed at interview stage

Our client is open to individuals who are keen to progress their career towards paraplanning.

IFA Administrator Requirements

• You should have experience as an Administrator supporting Wealth Managers or Financial Advisors


• You should have excellent attention to detail

The Company

This highly regarded wealth management firm has been established for over 20 years and delivers personalised wealth management and financial planning to private clients. They are backed by a Fortune 500 company.

IFA Administrator Benefits

• Competitive salary


• Growing Wealth Management firm built on strong foundations

Location

Golders Green

Call us now on 0208 0044 154 or click Apply

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