Senior IFA Administrator

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

Overview

Senior IFA Administrator - Boutique IFA London £27,000 - £34,000 Financial Divisions is currently working with a boutique IFA based in London’s West End that is seeking to add a Senior Financial Administrator to their team. The firm has circa 20 staff, operates in a slightly higher value client space than your average IFA with typically client have assets of £600k as a minimum, spanning up to £12m. As Senior Financial Administrator, you will be Providing support to both the paraplanning and Adviser teams as well as the firm’s clients. This will include notes, fact finds, document approval, KYC & AML requirements and client statements on an interval basis. You will have strong experience in the market across various areas of administration with focus on financial planning. You will have the ability to oversee and mentor more junior members of the administration team and will have the chance to move into a management position in the long term. For consideration please forward your CV to Katherine Goodman at Financial Divisions