Ifa/financial Services Administrator

3 weeks ago


London, United Kingdom Financial Divisions Full time

**& Hybrid working & excellent benefits**

Are you looking to progress your career with a growing and ambitious firm based in their prestigious London offices? Having worked exclusively with this firm for several years and due to a significant increase in new and existing Client business, my client,who provides independent financial advice and manages investment portfolios for Private Clients and their families is looking to strengthen their Client Support team with yet another new member to their team.

Opportunity Highlights
- Supporting two Financial Advisors in providing full administration support with a focus on efficiency, professionalism, quality, and accuracyMaintaining new Business and existing records
- Recording Advisers’ meeting notes,
- Printing and filing of client correspondence,
- Progressing pipeline business,
- Collating suitability reports packs
- Acting as main point of contact for providers
- Ensuring that all regulatory requirements are met
- Preparing portfolio valuations and client review packs for future Client meetings.
- This role is suitable for an experienced IFA/Financial Administrator from Wealth Management
- Intelligent office experience is advantageous
- Experience of liaising with product/investment providers and platforms is also beneficial
- Benefits include a discretionary bonus scheme, company Pension Scheme after qualifying period, private medical Insurance including annual health check and savings and various external discounts, life assurance of 4 x salary and 33 days’ holiday which includebank holidays.

Please call Camilla Howden to register your interest.



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