Overview

IFA Administrator / Wealth Planning Administrator

Location: City, London

Hybrid Working – 3-4 x days office

Salary: £30,000 – £36,000

Are you an IFA Administrator looking for your next role?

  • Are you looking for a role where you can develop your career?
  • Would you like to work for a boutique wealth planning firm who have been expanding rapidly over the last few years?

If so, we can help

Company/Role Information:

  • Our client is a boutique, wealth planning firm who have an established and expanding
  • client bank with two offices
  • The London office has been recently refurbished and has been expanding rapidly over the last two years
  • There are 5 Advisers in the team and you will be working closely with the Senior Paraplanner to provide full admin support
  • Working in an established practice with strong procedures and processes

Requirements

  • Minimum 1 year’s experience working as an IFA Administrator
  • Excellent attention to detail and competent on CRM systems
  • Fantastic telephone manner and strong inter-personal and relationship building skills

So, if you are looking to work in a fantastic environment with scope for personal development, then please apply for the role and we can run through in more detail.