Financial Administrator
1 day ago
Job Summary
We are seeking an experienced and driven Financial Administrator to join our team at Financial Divisions. As an IFA Administrator, you will play a crucial role in supporting our wealth management team in delivering exceptional client service and achieving business growth.
Key Responsibilities
- Assist in the preparation of annual review meetings, including gathering information and documents for paraplanners to produce suitability letters.
- Liaise with the centralised admin team for new business and existing business processing.
- Work closely with Administrators, Paraplanners, and Advisers to develop your skills and knowledge.
- Provide administrative support to the Head of Paraplanning and other team members as required.
Requirements
- 2 years' experience in IFA administration, with a strong understanding of the wealth management industry.
- Ideally, 2 RO exam passes or equivalent experience.
- Excellent communication and interpersonal skills, with the ability to work closely with colleagues, clients, and third-party providers.
- Strong organisational and time management skills, with the ability to prioritise tasks and meet deadlines.
What We Offer
- A comprehensive study support program to help you achieve Diploma status.
- A competitive salary and benefits package, including bonus and generous holidays.
- A hybrid working arrangement, allowing you to balance work and personal life.
- Opportunities for career growth and professional development.
About Us
Financial Divisions is a leading wealth management firm in North London, dedicated to providing exceptional client service and achieving business growth. We are proud of our success and our team's passion for delivering outstanding results.
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