Are you an experienced IFA administrator with an extensive background in wealth management? My client, is a Chartered Independent Financial Advisor (IFA) based near Reigate and has a large book of clients of HNW clients. The provide a variety of wealth management services to their clients and are revered in their local community. This medium sized firm is well established with chartered advisers and a full support team behind them. Due to the high demand of their services in 2021, they are looking to add a new member to the team.
What you will be doing?
You will be working on supporting advisers on a full range of products. A large proportion of their business mix is with pensions and investments. You will take a leading role in managing the back-office IT system. The role will require an ability to identify any operational issues and streamline processes to suit the ongoing needs of the business and working methods. This role will be suitable for a Career Financial Administrator who has many years of experience and can hit the ground running and does not need any training or extensive support.
What benefits you will receive?
You will benefit from a very generous salary, life assurance and private medical cover, and extensive exposure to working with an experienced adviser. You will receive a generous holiday allowance plus the bank holidays as well as an excellent pension contribution and you will be enrolled onto the bonus scheme. The offer private medical cover for all staff and the option of x 4 Death In Service benefit. This role is full-time office based and you will need to be able to drive and have access to a car.