Senior Ifa Administrator - Weybridge, United Kingdom - Financial Divisions

Financial Divisions
Financial Divisions
Verified Company
Weybridge, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

My client is a dynamic and forward-thinking Independent, Chartered IFA Firm in Weybridge & London who due to expansion are looking to take on a versatile and experienced Senior IFA Administrator who is passionate about what they do and loves being in a supportrole that plays a pivotal role in the day-to-day world of an IFA.

You will be supporting the advisers in the Company with administration across pensions, investments, and protection.

The role is varied, and you will be actioning fund switches, dealing with 3rd party providers, illustrations, LOA; s and valuations and writingbasic suitability reports.


This is an amazing opportunity to work with very talented and experienced Advisers, who are ambitious and successful and be part of a dynamic and friendly team.

The role is fully hybrid with 2 days in the office and 3 days remotely.


The Company offers excellent benefits and full study support to help you grow and develop your skills and full support to help you achieve your career aspirations.

If you are looking for a new and exciting challenge in Wealth Management, then please do send your CV to Ursula Sloan at Financial Divisions
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