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IFA Administrator - Chartered Wealth Management Firm - £30k

Employer
Financial Divisions
Location
UK
Salary
Competitive
Closing date
24 Jun 2022

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Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
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Are you an all-round financial administrator dealing with all aspects of a wealth management practice or similar?My client, a Chartered Independent Financial Advisor (IFA) based in the City of London have a loyal HNW client bank of City professionals and entrepreneurs. My client is a national firm with over £5bn of assets under management and has a very well established admin, paraplanning, HR and operations team to ensure the smooth running of the business.Due to the organic growth and lots of new business coming into the practice, one of the Senior Advisers who manages a 9 figure AUM is seeking a new Financial Administrator to join their specific team that support them manage their clients but also the wider function of the business. You will be working on full market products (pensions, investments, IHT planning, protections etc), obtaining clients' financial details, writing letters of authority and valuation, onboarding new clients, conducting AML checks, speaking to product providers and preparing all meeting documents and necessary resources.This role will be suitable for a Financial Administrator with experience in a wealth management setting who is studying or wishes to study towards their Level 4 Diploma (DipPFS or DipFA).You will benefit from study support for any exams you are undertaking, accessible parking, extensive exposure to working with Paraplanners and an experienced adviser. You will receive a full induction, a generous holiday allowance as well as an excellent pension contribution and you will be enrolled onto the bonus scheme.
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