Ifa Administrator - London, United Kingdom - Financial Divisions

Financial Divisions

Verified Company

London, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

plus Bonus, superb opportunity with amazing benefits

Are you an experienced IFA Administrator looking to join a thriving successful business where you will feel happy, included, and valued for your hard work and commitment? I am currently working with this highly respected award-winning independent boutiquefirm of Financial Planners and due to organic growth are looking to strengthen their Client Admin support team even further.

Opportunity Highlights

Supporting a small team of very successful high billing Advisers
Delivery of an outstanding service to existing and new HNW clients with complex needs
Responsibilities include PA and general admin tasks, client servicing, preparation for meetings, maintaining compliance following all AML procedures, collating Client agreements, fee scheduling
Minimum of 2 years IFA admin experience
CII Level 4 Diploma studies will be supported
Excellent supportive management team
Maximum of 2 days in the office