Ifa Administrator Team Leader

3 weeks ago


London, United Kingdom MB Fitzgerald Full time

mbf is currently working with a highly regarded Financial Planning business in London, to recruit for an Administration Team Leader.

Our client is a very highly regarded Wealth Management business. They have around 25 staff at present and are looking to continue their growth with the recruitment of an Administration Team Leader.

Our client is extremely highly regarded, they specialise in providing wealth advice and investment management services to a portfolio of UHNW individuals with £500k/£1M+.
- Accountabilities - overseeing advice implementation / managing client onboarding / ensuring compliance in the financial planning team with operational processes / helping design and deliver more efficient financial planning operational processes / overseeing the client review process together with the senior paraplanner / line management and training of existing and new financial administrator(s)_

Market leading salary

Bonus

Benefits inc. Pension: 5% contribution, Hybrid Working, Income Protection, Life Assurance, 25 days holiday, Birthday Day Off, EAP programme


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