Ifa Administrator

6 days ago


London, United Kingdom Financial Divisions Full time

Are you an ambitious and driven Financial Administrator working in wealth management? My client, is a Chartered Independent Financial Advisor (IFA) based in Central London and has a large book of HNW clients, over £1bn AUM. They provide a variety of wealthmanagement services to their clients and are revered across the UK but a large proportion of their business mix is with Investments, Pensions and Tax Planning. This large award-winning firm is well established with Chartered Advisers and a full support teambehind them.
You will benefit from a very generous entry level salary £28k - £30k, life assurance and private medical cover, and extensive exposure to working with an experienced Adviser. You will receive a generous holiday allowance plus the bank holidays as well as anexcellent pension contribution and you will be enrolled onto the bonus scheme. Staff are regularly put on training programmes to benefit their development. You will be actively encouraged to take on your wealth management exams and you will be given studysupport towards your diploma in wealth management. There is a genuine route to being a Paraplanner in the future if you show potential and even an Adviser in a number of years. This role offers flexibility to work from home after training and induction.
If this role is of interest please get in touch.


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