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Technical IFA Administrator
3 months ago
My client is a Chartered Independent Financial advice firm based in Sutton. They are currently expanding their team of experienced IFA administrators on the back of rapid growth and expansion. They looking to take on an administrator who can demonstrate a solid track record of working within a support role in Wealth Management and who is now looking for an opportunity that can further develop their technical knowledge in pursuit of a career as a paraplanner, and eventually as an advisor. The role offers an excellent working environment in plush offices in a great leafy suburban location, incentivized working withing a hugely supportive team, and hybrid working options
In this particular role, you will be supporting a Senior Financial Adviser with administration as the offer pensions, investments, and protection to their clients. The role is varied as you will be dealing with 3rd party providers, clients and colleagues, and you will be responsible for producing reports and illustrations, letters of authority, producing valuations and managing client relationships and queries. They have their own in-house Paraplanner academy which you will be encouraged to join and be supported as you enhancing your technical knowledge and training.
This is an amazing opportunity to work with a very talented and dynamic group of people, who have an excellent reputation in the financial services sector, and who are highly regarded by both peers and clients alike. They have a great culture that fosters a professional and friendly and supportive environment.
The employer offers excellent benefits and full study support to help you grow and develop your skills and fully support you in achieving your career aspirations within wealth management.
As an applicant, you must have excellent communication skills, a some experience as a financial administrator, (ideally in Wealth Management) and ideally be knowledgeable of using Intelligent Office (IO). You must live within a suitable commuting distance of Sutton.
If you are looking for new and exciting challenge in Wealth Management, then please do send your CV to Ryan Wootten at Financial Divisions
