IFA Administrator - Boutique IFA

Accountancy Divisions ,
London, Greater London
More Details
Job Type: Full-time
Salary: £27,000 per annum

Overview

IFA Administrator - Boutique IFA London £27,000 - £34,000 My client, an independent and Chartered Wealth Management firm have recently won Financial Advisory Firm of the Year 2019 at the Citywealth Magic Circle Awards for the 2nd year running. Established in 2007, the firm employs circa 20 people and provides financial planning, wealth structuring and investment advice to high net worth and ultra-high net worth individuals. The firm acts for a wide range of clients and is recognised as being a leader in its field by both third-party professionals and industry media. Showing their outstanding performances over the years they have had clearance to hire a new IFA Administrator. As an IFA Administrator, you will be Providing support to both the paraplanning and Adviser teams as well as the firm’s clients. This will include Sending letter of authority, Preparation of client meeting pack including illustrations and liaising with product providers. You will have strong experience in the market across various areas of administration with focus on financial planning. The suitable individual will have 1 year IFA Administration experience alongside studying towards the Diploma in financial Planning. If you are looking for your employer to dedicate their time to your development, then please send your CV

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