Ifa Administrator - London, United Kingdom - Financial Divisions

Financial Divisions
Financial Divisions
Verified Company
London, United Kingdom

3 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

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Description

plus Study with £1k Bonus upon each exam pass


My Client, a reputable and established Client focussed independent Financial Planning Firm, is looking to offer this new role to an experienced IFA Administrator who enjoys all aspects of the client onboarding process from start to completion and enjoysworking in a dedicated Pod structure.

Opportunity highlights

  • This role is due to expansion and supporting a new Adviser to the Business.
  • Clients include HNW and UHNW Private Clients and their families, City professionals and business owners
  • Advice is provided across pensions, investments, estate/tax planning and protection
  • Your role will involve obtaining clients' financial details, writing LOAs, valuations, onboarding new clients, conducting AML checks, liaising with product providers, and preparing all meeting documents and necessary resources.
  • Suitable for a career IFA/Financial Administrator with 2 years min experience
  • Study support provided if required
  • Hybrid working2 days at home
  • Excellent warm team environment where there is a great work/life balance and fun to be at work
To find out more, please contact Camilla Howden at Financial Divisions.
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