Ifa Administrator

Salary: £26,400 – £32,400 per year

IFA Administrator | London | £NEG DOE

My client is a thriving Wealth Management company based in London and they are seeking an experienced IFA / Wealth Management Administrator to join their close knit, friendly team.

The ideal candidate will have previous experience working as an Administrator within a IFA or Wealth Management / Financial planning / Financial Services company and be able to hit the ground running.

An integral part of the business, you will be providing all round administrative support and working closely with the office manager to ensure the smooth running of the business.

Previous experience of processing new business across a large portfolio of clients, preparing for client meetings and all relevant tasks associated with personal wealth planning are essential.

Experience of basic paraplanning, cashflow modelling and portfolio analysis are definite advantages but full training can be provided for the right person.

This role would suit somebody already in a similar position or an Administrator seeking their next step with more responsibility.

You must have a great work ethic, good sense of humour and the ability to multitask and prioritise effectively.

This is a Monday – Friday position on a 9 – 5 basis.

If you think you fit the role and are the ideal person then we want to hear from you.

Carlton Mays is a recruitment company specialising in FS and Property recruitment across the UK