Senior Administrator

7 days ago


Epsom, Surrey, United Kingdom Lloyd Recruitment - Epsom Full time

IFA Administrator Role

Lloyd Recruitment - Epsom is seeking an experienced administrator to join their team in the wealth management space. The ideal candidate will have a proven track record of supporting wealth management admin tasks and possess strong proficiency in back-office systems like X-Plan, Intelliflo, FE Analytics, and Cashcalc.

Key Responsibilities:

  1. Providing administrative support for wealth management cases.
  2. Processing cases within the fields of pensions, tax-efficient investments, and portfolio management.
  3. Assisting with equity release, mortgages, IHT planning, and protection.
  4. Maintaining a strong understanding of FCA rules and the workings of a financial services firm.

Requirements:

  • Proven experience in wealth management admin support.
  • Strong proficiency in back-office systems.
  • Technical expertise in pensions, tax-efficient investments, and portfolio management.
  • (Ideally) experience in equity release, mortgages, IHT planning, and protection.

What We Offer:

  • A competitive salary and benefits package.
  • The opportunity to work with a highly specialised financial planning firm.
  • A supportive and collaborative team environment.

How to Apply:

By applying for this vacancy, you accept Lloyd Recruitment Services Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you.



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