Senior Ifa Administrator

Description:

My client is a dynamic and forward-thinking Independent IFA Firm in London, who due to expansion are looking to take on a versatile IFA Administrator with some basic report writing experience, who is looking to take on a new challenge in a technical administration role with a

well – established and growing IFA in Central London.

You will be supporting 3 dynamic Advisers in the Company with administration and some report writing across pensions, investments, and protection. Candidates must have experience with Intelligent Office (IO). The role is varied, and you will be actioning fund switches, dealing with 3rd party providers, illustrations, LOA; s and valuations and preparing client meeting packs.

This is an amazing opportunity to truly enhance your knowledge and skills in the industry and working with UHNW client cases. Full study support will be provided and medium to long-term progression. The role would also suit someone who is a Career Senior Administrator who is happy doing this long term.