IFA Administrator

Financial Divisions
Leatherhead, UK
23 Jun 2019
01 Jul 2019
Contract Type
Full Time
IFA Administrator

£22k-28k dependant on qualifications and experience

Financial Divisions are delighted to be supporting a very well established and rapidly growing Wealth Management firm in their search for an IFA Administrator.

The firm have been operating out of the UAE and are now recentralising the business back to the United Kingdom and are expanding into the advice for Expats.

The Clients will typically be returning to the UK from Europe, Middle East and Far East and tend to be high net worth individuals returning with a clutch of disparate investment types that they have accumulated off-shore. There will be 'soon-to-be' Expats preparing for overseas service, seeking to make arrangements for both home and off-shore finances and there is a growing number of European domiciled clients seeking UK/FCA quality advice.

The ideal candidate is an early/mid-career Administrator, highly process-driven individual wishing to/capable of getting involved with client contact as well as provide high quality Support to the Paraplanner/Adviser. Familiarity with the typical advice systems and IT in general is essential.

Benefits include competitive salary, pension scheme, annual leave, a target related bonus, and continued development with a modern apprentice program seeking to move the Administrator to Paraplanner role if the candidate wishes to go that route.

For immediate consideration for the IFA Administrator role, please send your CV

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