Senior Ifa Administrator - City of London, United Kingdom - Financial Divisions

Financial Divisions

Verified Company

City of London, United Kingdom

4 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Senior IFA Administrator - Central London - £35k - £40k - Chartered IFA Firm - Mix of work from home and office based

My client is a medium sized wealth planning practice (circa 80 staff) based near Farringdon in the City of London who I have been assisting with their recruitment for the past 3 years and got to know their business incredibly well.

They are looking to expandtheir client servicing team moving into Q2 of 2023.

They have an excellent reputation providing very solid financial advice to private clients who are City professionals, families, business owners retirees and accumulators.

They have a very established setup with a high functioning admin, paraplanning and compliance teams who are very forward thinking and always ahead of the curve.

They use an array of new technologies and innovative ways of giving financial advice and theyare well prepared for "Consumer Duty" and have plans to ensure they exceed the expectations of the regulations.

My client are seeking a Senior IFA Administrator who is highly experienced within an independent wealth planning practice and have no aspirations to become a paraplanner or adviser.

The role will be doing full IFA administration on whole of market products.
If you have used Intelligent Office or FE Analytics before this will be highly advantageous. An array of platform experience will be very helpful too.

My client places a lot of emphasis on ethical investing so a keen interest of exposure to this will placeyou in good stead.

My client are happy to offer between £35k - £40k basic salary in line with your experience.

If a supportive environment where all the staff actively help each other and want to gain the most out of their work is appealing to you whilst also having some funalong the way, then this role will be perfect for you.

If this role sounds of interest or any other roles, I am working on please get in touch. Contact Peter Fozard at Financial Divisions to be conisdered.