Financial Administrator
4 weeks ago
Unlock Your Potential in a Thriving Wealth Management Firm
New opportunities await an experienced IFA Administrator to join our dynamic team at Financial Divisions, a leading North London wealth management firm. As a key member of our team, you will work closely with Administrators, Paraplanners, and Advisers to deliver exceptional client experiences.
Key Responsibilities:
- Assist with annual review meeting preparation, ensuring seamless client interactions.
- Prepare information and documents for paraplanners to produce suitability letters.
- Liaise with the centralised admin team for new business and existing business processing.
- Collaborate with colleagues, clients, and 3rd parties to drive business growth.
What We Offer:
- Full study support to achieve Diploma status.
- A comprehensive benefits package, including bonus, generous holidays, and hybrid working.
- A dynamic and supportive work environment that fosters growth and development.
Requirements:
- 2 years of IFA Admin experience.
- Excellent communication and interpersonal skills.
- Ability to work in a fast-paced environment.
Join Our Team:
At Financial Divisions, we value our employees' growth and well-being. If you are a driven and talented individual looking to progress your career, we encourage you to apply for this exciting opportunity.
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