Financial Administrator

4 weeks ago

London, Greater London, United Kingdom Financial Divisions Full time
Exciting Opportunity for a Progressive IFA Administrator

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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