CLIENT SUPPORT ADMINISTRATOR (Wealth Management) - London- hybrid working - To £35k and... - Financial Divisions : Job Details

and excellent benefits package including Bonus, 25 days annual leave (plus Bank Holidays and three-day Christmas closure) DIS, good pension, Private Medical, Income Protection, Employee Share Scheme

Are you an experienced IFA Administrator looking for your next opportunity where you are valued, highly rewarded for your hard work and provided with the opportunity to develop your career even further?My Client is a highly respected and well-established wealth management firm based in newly refurbished offices based in the City who due to promoting their current Administrator into Paraplanning, are looking for a new experienced IFA Administrator.

Opportunity Highlights

** Be part of a growing dynamic team of professionals all striving to provide a first-class service to their Clients

** Support the delivery of the financial planning and advice process to their clients.

** Strong communication skills, strong initiative and excellent communication skills are key

** Work with New and existing Clients.

** Processing of new client packs, create and maintain client records, work with 3rd party providers, prepare information/documentation for Client meetings, ensure follow up notes are documented and actioned

** Enjoy involvement with projects to promote your personal development

** Perfect opportunity for a career administrator or an experienced IFA Administrator keen to pursue their R0 exams

** A minimum of c 2 years relevant IFA Administration experience required

** Study support provided if required

Please contact Camilla Howden to discuss this opportunity in more detail