Financial Administrator
4 weeks ago
We are seeking an experienced and driven IFA Administrator to join our team at Financial Divisions, a leading North London wealth management firm. As a key member of our team, you will play a vital role in supporting our Advisers and Paraplanners in delivering exceptional client service.
Key Responsibilities:
- Assist with annual review meeting preparation, including preparing 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 ensure seamless communication and collaboration.
- Provide administrative support to the Head of Paraplanning and other team members as required.
What We Offer:
- Full study support to achieve Diploma status.
- Opportunities for career progression and professional development.
- A dynamic and supportive team environment.
- Competitive salary and benefits package.
Requirements:
- 2 years' experience as an IFA Administrator.
- Ideally 2 RO passes.
- Excellent communication and interpersonal skills.
- Ability to work in a fast-paced environment and prioritize tasks effectively.
How to Apply:
Please contact Camilla Howden for more information and to discuss this exciting opportunity further.
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