Job Details

IFA Administrator / Sales Support Wealth Management Admin

Sector:Financial Services

Region : Greater London

Location: London

Salary: £18,00-23,000 + benefits + study support

Job Ref.: SL:ADIFAADM

Job Information

A highly progressive, dynamic Wealth Management firm based in Central London are looking for an Administrative Assistant to join their team.

Due to the organic exponential growth of this impressive company, they are looking to add an Wealth Management Administator to support their advisors and paraplanners.

The job duties will include:
Collating Client letters of Authority to product providers
Preparing Client Valuation/Review letters for new and existing clients
Obtaining New Business quotes from providers and ensuring that New Busines is compliant to FCA regulations
Maintaining databases, providing general administration
The ideal candidate will either have experience working within an IFA practice or Wealth Planning firm or be a graduate.
You will be able to work independently, manage a workload and have a genuine interest in Wealth Management.

This firm are innovative in their approach and run a number of events for potential and existing clients, so the successful candidate will be involved in these too. For this reason they are looking for somebody proactive, hardworking and ambitious.

The scope for progression with this firm is outstanding, with full study support and a structured plan allowing employees to achieve their desired goals. Promotions are available yearly alongside salary reviews.

If you are interested in this opportunity, please either apply within or on www.cameron-james.co.uk and one of our consultants will be in touch.