Our client, a highly successful, reputable and professional Wealth Management Practice is seeking a highly experience IFA Support Administrator/PA to build a strong proactive working relationship with the Director and technical team.
This role requires experience and confidence in dealing with the HNW market. The role will be part of a small team, working directly for the Director and Paraplanners. Attention to detail, ability to work unsupervised and under pressure to tight deadlines are all essential. The job will entail full PA duties and support to the Director, plus liaising with clients and providers, data gathering, meeting preparation, processing and tracking of new business as well as general administration for clients’ policies.
The jobholder will also be expected to liaise with a team of best in class experts including in-house investment management and accountancy, as well as legal and trust specialists in order to assist the Director in delivering truly comprehensive holistic financial services to wealthy families.