Senior Financial Administrator Boutique IFA

Financial Divisions
Covent Garden
08 Mar 2018
17 Mar 2018
Contract Type
Full Time

Senior Financial Administrator – Boutique IFA

West End, London

£32,000 - £36,000

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 the main lead for administration within the firm. 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 Mark Flannery at Financial Divisions
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