Senior Ifa Administrator Step Right Into a Team - London, United Kingdom - Financial Divisions

Financial Divisions

Verified Company

London, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

with a long list of excellent benefits listed below

My Client is a boutique independent wealth management firm based in the City and now due their success and organic growth are looking to recruit an experienced senior IFA administrator to take on the challenges as Team leader of the wonderful and productiveteam.

Opportunity Highlights
**You will be responsible for managing the workflow, improving internal processes, implementing fresh ideas into the business whilst producing annual reviews.
**Onboarding new Clients, liaising with Product Providers, 3rd parties and ensuring compliance
**Taking responsibility for technical complex cases
**Advisers focus across pensions, investments, and protection.
**Excellent opportunity to develop your people management skills further working with a small talented team.
**Amazing company culture encouraging personal career development.
**Current IFA Admin skills and evidence of people management required.
**Hybrid working-2 days in the office
**Benefits include, Annual and quarterly bonuses, great pension, study support ( financial, study time and exams), DIS and illness cover with 33 days holiday ( includes bank holidays)