IFA Administrator

We are working with an excellent Wealth Management firm based in London who are looking for an IFA administrator to join their team. They are a well-known firm who place high value on the long term relationships they built with their clients.

The role involves supporting one or more Advisors and some of the main responsibilities include:

• Maintaining client records

• Arranging client meetings

• Dealing with queries from clients and providers

• Preparing applications and supporting documents

All applicants must have previous experience supporting advisors in an IFA firm. You must also have good time management skills, excellent attention to details, and be motivated to meet deadlines.

To apply for the role of IFA Administrator, please click APPLY now and send CV.