Client Operations Adviser

3 weeks ago


London, Greater London, United Kingdom Financial Divisions Full time

My client is a dynamic, boutique and forward-thinking Independent, IFA Firm in London, who due to expansion are looking to take on a versatile Senior IFA Administrator who is looking for a new opportunity in Wealth Management.

Company offers a hybrid working pattern.

You will be supporting Directors/Advisers with administration across pensions, investments, IHT, estate planning, and protection.

The role is varied, and you will be dealing with 3rd party providers, illustrations, LOA; s and valuations and managing client relationships.

This is an amazing opportunity to work with a very talented and dynamic group of people, who are ambitious and successful.

They have a great culture, professional and friendly, and offer excellent benefits. The role is fully hybrid, once completed induction.

The Company can fully support you in achieving your career aspirations.

You must have excellent communication skills, and a minimum of 3 years' experience as Private Client Administrator in Wealth Management and love being a Senior support/operations role.


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

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