IFA Administrator

1 month ago

Epsom, United Kingdom CV-Library Full time

IFA Administrator

Are you an experienced administrator in the wealth management space? Do you thrive in a high-end, boutique environment where teamwork and culture are everything? If so, we want to hear from you

Our client believes in working collaboratively, where the team can best support each other and their clients.

Working with a highly specialised financial planning firm, you will come onboard to assist in:

Proven experience in wealth management admin support.
Strong proficiency in back-office systems like X-Plan, Intelliflo, FE Analytics, and Cashcalc.
Confident in using provider platforms to manage client cases.
Technical expertise in pensions, tax-efficient investments, and portfolio management.
(Ideally) experience in equity release, mortgages, IHT planning, and protection.
A track record of processing cases within these fields.
Excellent understanding of FCA rules and the workings of a financial services firm.
Outstanding IT skills with attention to detail.
Top-notch communication skills-you'll be liaising with both clients and providers daily.If you're looking for a role where you can really make an impact, fit seamlessly into a supportive team, and work in a fully onsite role, apply today

Refer a friend and earn up to £500

Unfortunately, due to high numbers of applications, we are only able to respond to shortlisted applicants. If you have not heard from us within 5 days, please assume that you have not been shortlisted on this occasion.

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.

Lloyd Recruitment Services are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer

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