Senior Administrator
7 days ago
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:
- Providing administrative support for wealth management cases.
- Processing cases within the fields of pensions, tax-efficient investments, and portfolio management.
- Assisting with equity release, mortgages, IHT planning, and protection.
- 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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