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Ifa/financial Services Administrator

2 weeks ago

London, United Kingdom Financial Divisions Full time

**& Hybrid working & excellent benefits**

Are you looking to progress your career with a growing and ambitious firm based in their prestigious London offices? Having worked exclusively with this firm for several years and due to a significant increase in new and existing Client business, my client,who provides independent financial advice and manages investment portfolios for Private Clients and their families is looking to strengthen their Client Support team with yet another new member to their team.

**Opportunity Highlights**
- Supporting two Financial Advisors
- Providing full administration support with a focus on efficiency, professionalism, quality, and accuracy
- Responsibilities include onboarding of Clients, maintaining new and existing records/documents, resolving non-technical queries, progressing pipeline business, collating suitability report packs, being main point of contact for providers, preparing portfoliovaluations and client review packs.
- Ideal opportunity for an experienced IFA Administrator with evidence of CII RO exam passes
- Intelligent office experience beneficial
- Experience of liaising with product/investment providers and platforms
- Excellent benefits-Bonus, excellent Pension scheme, private medical insurance, life assurance, 33 days holiday includes 8 bank holidays, study, various product discount schemes
- Excellent career development

Please call Camilla Howden to register your interest.