Financial Services Administrator
2 days ago
Financial Divisions is seeking an experienced IFA Administrator to join our team in North London. As a key member of our wealth management firm, you will play a vital role in supporting our Advisers and Paraplanners in delivering exceptional client experiences.
Key Responsibilities:
- Assist with annual review meeting preparation, including gathering information and documents for suitability letters.
- Liaise with the centralised admin team for new business and existing business processing.
- Work closely with Administrators, Paraplanners, and Advisers to ensure seamless client journeys.
- Support the Head of Paraplanning in maintaining high standards of service delivery.
What We Offer:
- Full study support to achieve Diploma status.
- A comprehensive benefits package, including bonus, generous holidays, and private medical insurance.
- A hybrid working arrangement that balances flexibility with collaboration.
- A dynamic and sociable team environment that values hard work and dedication.
Requirements:
- 2 years' experience in IFA Administration.
- Ideally, 2 RO exam passes.
- Excellent communication and interpersonal skills.
- Ability to work under pressure and meet deadlines.
Apply Now:
Contact Camilla Howden to discuss this exciting opportunity further.
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