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IFA Administrator - London - Salary up to £30k

Zoek Pin East London, Greater London, England

25000.0000 - 30000.0000

Permanent (Full time)

Recently Posted

I am currently recruiting for an award-winning Wealth Management firm who are looking for an experienced IFA Administrator to join the team in London.

You will be supporting the Paraplanners and Financial Planners with on-boarding new client, AML checks and ensuring all FCA guidelines and Company policies adhered to. This is varied role as you will processing LOA’s, valuations and dealing with 3rd Party providers. You will deal with all client queries, fund switches and updating the CRM database.

You must have excellent communications skills, ideally passed a couple of RO exams, and have experience working as an IFA Administrator for a Wealth Management Company. You will be working as part of a great team, everyone is friendly and although remote working initially, they hope to phase people back into the office when safe to do so.

They are great Company to work for and highly regarded in the Wealth Management industry. They will provide full study support and offer excellent career progression. If you are looking for a new and challenging IFA Administrator role, look no further as this Company will offer you structured support and progression.

Interviews are taking place currently, so please send your CV to Ursula Sloan

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