Senior Ifa Administrator

3 weeks ago


Bromley, United Kingdom Financial Divisions Full time

My Client, an established Wealth Management Practice, focuses on working with London based city professionals seeking to grow their wealth through to retirement and is looking to recruit an experienced Financial Services Administrator to provide supportwith a variety of tasks surrounding PA and Administrative responsibilities. This role would suit a progressive and experienced IFA/Financial Administrator looking for the opportunity to progress into paraplanning.
Opportunity highlights
**Involvement with all aspects of office management, diary management, onboarding clients
**Providing Advisers with a high level of technical support
**Issuing LOAs, attending client meetings, drafting/proofreading documents, illustrations, presentations
**Creating/updating client records

**Liaising with 3rd party providers
**Introduction to writing suitability Letters
**Managing compliance
**Managing Business workflow, preparing information for client reviews, keeping Advisers updated of any changes
**Working towards CII Diploma Status with evidence of RO studies in place
If you are an energetic, proactive, and experienced Financial Services Administrator with additional PA experience and are looking for an opportunity to take the next step towards Paraplanning, this expanding Firm will assist you with their mentoring and studysupport to achieve your chosen goals. To discuss this role further call Camilla Howden at Financial Divisions.



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