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Senior Private Client Administrator
4 months ago
Attention all Experienced IFA Administrators Are you looking for a dynamic and challenging role that allows you to provide exceptional support to a high-performing team? Look no further
A prestigious boutique wealth planner, asset manager and employee benefits specialist, is seeking a confident and driven Senior IFA Administrator to join our team. As an independent company, we offer objective advice aligned with our clients' best interests and are passionate about equal opportunities and diversity in the industry.
**Salary**: £35,000 - £40,000
In this demanding role, you will be assisting our Private Client Director in delivering outstanding financial planning services to our HNW clients. With your exceptional technical and administrative skills, you will be responsible for building relationships with clients, preparing meeting packs, submitting new business, maintaining client files, and ensuring compliance with FCA and company procedures.
If you are a self-starter who thrives in a fast-paced environment and enjoys working autonomously, we want to hear from you Join our award-winning team, where integrity and trust are the foundation of our business, and become a part of our people-led culture.
