One of the top 100 UK IFA’s is seeking a Wealth Management Administrator to provide support to a team of Independent Financial Advisers in their London office.
They are looking for someone with a proven track record within an IFA firm where and experience of supporting Independent Financial Advisers in the past. You will need to be a strong team player with good interpersonal skills and the ability to communicate effectively with both colleagues and clients. Our client has a strong focus on delivering a high quality of customer service which they pride themselves on.
The successful candidate will be qualified with certificate in financial planning or equivalent and has the desire to progress to Diploma level 4 and have an ambition to succeed in a progressive and ambitious firm.
You must be comfortable working under pressure to meet deadlines and can use your own initiative as well as working without close supervision. Excellent IT skills, particularly Microsoft Office are also essential, and it would be desirable to have experience of relevant IFA back office systems and platforms
Responsible for, but not limited to,
• Day to Day client and provider enquiries
• Arranging meetings for the financial adviser
• Preparing literature for client meetings, including reports and valuations
• Inputting new business and maintaining client records on back office systems in line with company and
FCA compliance regulations.
Don’t delay, apply today for a confidential discussion.
Please note that our client is an equal opportunities Employer and adheres to all relevant legislation and offer services regardless of age, race, sex, disability or religious belief.