Ifa Administrator - London, United Kingdom - Financial Divisions
Description
plus Bonus, 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
- Use of Intelligent Office an advantage
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