Progressive Ifa Administrator Required

3 weeks ago


London, United Kingdom Financial Divisions Full time

My Client is boutique Financial planning advisory practice based in Mayfair who thrive on their proactive and tailored approach they provide to each individual Client across many areas of personal financial advice. Working within their wealth managementarm, you will be offered the most amazing journey through your career encompassing all areas from IFA Administration through to paraplanning and if desired Advice at a later stage.

**Opportunity Highlights**

**Superb career progression on offer

**This role reports to the Director and provides a support to all Clients from onboarding through to final stages.

**Client relationship role

**It is an all-encompassing role involving diary management, preparing documents for meetings, preparation of asset/liability statements, LOAs, working with providers and Fund Managers, monitoring new submissions, disinvesting accounts, running risk reports,and collating AUM figures.

**Study support for RO exams with excellent training and mentoring

**A minimum of 9 to 12 months IFA Administration experience essential



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