SENIOR IFA ADMINISTRATOR (Progressive opportunity)-London-c£40/42k, Hybrid plus…

Financial Divisions

plus bonus and excellent benefits

My Client, a fast-expanding independent Financial Advisory firm based in London, is now in a position to create an opening for an experienced senior IFA Administrator to take a frontline role during this growth period in the development of all the relevant administrative processes to create a robust support mechanism.Opportunity Highlights

Incredible opportunity Complete involvement within an expanding Business

Progressive standalone role for an IFA Administrator to grow the admin team Working with Financial Planners, Paraplanners & Operational staff to implement advice efficiently. Responsibilities include planning meetings, compliance, compiling research, liaising with providers & clients, managing client correspondence and data, creation of reports , implementing fund switches, withdrawals, playing an important part in improving workflow and processes. Current IFA Admin experience required. Experience using Intelligent Office, Voyant or Dynamic Planner advantageous. Able to demonstrate process improvement skills.To discuss this opportunity in more detail, please call Camilla Howden or email your cv to me.