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Accountancy Divisions
,
London, Greater London
IFA Administrator
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Job Type: Full-time |
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Salary: £28,000 per annum |
Overview
IFA Administrator City of London £28-35k excellent benefit package and study support A fantastic opportunity has arisen for an experienced IFA Administrator, to join a highly successful Financial Planning business, who provide specialist advise on tax planning, trusts, Wills and Power of Attorney. They aim to help their clients achieve their financial goals and give them confidence for the future. You will have the opportunity to work alongside some truly passionate, well qualified and straightforward professionals. The team are fun and sociable team it’s and a great environment to be part of. Full study support will be offered as well as a structured career path for the right candidate. Ideally you will have gained experience working as an IFA Administrator within the Wealth Management sector and looking for a new position where you can continue to grow and develop your experience. As the IFA Administrator you will be responsible for valuations, research, preparing client meeting packs, processing new business, fund switches, producing letters of authority and dealing with any client queries. Please do send your CV for the role of IFA Administrator to Madeleine Kerrane at Financial Divisions