Ifa Administrator - London, United Kingdom - Financial Divisions

Financial Divisions
Financial Divisions
Verified Company
London, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

plus excellent 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.

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
To discuss this amazing opportunity please call Camilla Howden.
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