Ifa Administrator/client Services Manager

3 weeks ago


London, United Kingdom Financial Divisions Full time

A well-established, boutique Wealth Management Firm are currently recruiting for a Senior IFA Administrator/Client Services Manager. The role is fully remote with biweekly meetings/luncheons in very nice restaurants in Central London. They are fully independentand provide advice to UHNW City professionals, across pensions, investments, protection, IHT, and estate planning.

You will be supporting 2 exceptional Advisers. Your role will be supporting the day-to-day administration using Xplan, including on-boarding process for clients, letters of valuations and chasing outstanding information and be main point of contact for clients.Working closely with the Managing Partner on all day-to-day operations of the business from HR and marketing. They work in a collaborative and transparent/grown up environment.

This is a great opportunity for an experienced IFA Administrator/Client Services Manager who is looking for a remote role that compliments work/life balance.

Please do send your CV to Sarah Austin
- Peggs at Financial Divisions


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